See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,604 | $92,703-94.0% | $82,719-93.2% | $134,475-95.8% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -42.36% | 944.92%-987.3pp | 701.18%-743.5pp | 417.96%-460.3pp |
| Employer contribution / active EE | $1,503 | $3,274-54.1% | $3,009-50.1% | $4,740-68.3% |
| Participant deferral / active EE | $3,485 | $4,802-27.4% | $4,395-20.7% | $6,400-45.5% |
| Admin fee / account holder | $48 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |