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 9-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 | $3,649 | $95,193-96.2% | $76,523-95.2% | $135,375-97.3% |
| Participation rate | 81.3% | 74.4%+6.9pp | 68.0%+13.3pp | 82.6%-1.4pp |
| Annual return | -18.89% | 4.85%-23.7pp | -0.27%-18.6pp | 519.73%-538.6pp |
| Employer contribution / active EE | $1,407 | $3,302-57.4% | $2,647-46.8% | $4,779-70.6% |
| Participant deferral / active EE | $1,945 | $4,639-58.1% | $3,835-49.3% | $5,609-65.3% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |