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 | $6,091 | $214,378-97.2% | $200,582-97.0% | $142,382-95.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -99.86% | 46.41%-146.3pp | 42.33%-142.2pp | 217.08%-316.9pp |
| Employer contribution / active EE | $1,748 | $6,841-74.5% | $6,419-72.8% | $4,299-59.3% |
| Participant deferral / active EE | $3,879 | $9,865-60.7% | $9,331-58.4% | $6,507-40.4% |
| Admin fee / account holder | $88 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |