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 | $21,583 | $180,449-88.0% | $154,107-86.0% | $135,375-84.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -22.27% | 888.09%-910.4pp | 735.12%-757.4pp | 519.73%-542.0pp |
| Employer contribution / active EE | $3,522 | $6,035-41.6% | $5,298-33.5% | $4,779-26.3% |
| Participant deferral / active EE | $6,903 | $5,806+18.9% | $5,081+35.9% | $5,609+23.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |