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 10-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 | $3,711 | $211,958-98.2% | $169,463-97.8% | $135,375-97.3% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -14.92% | 3.26%-18.2pp | 1.83%-16.7pp | 519.73%-534.7pp |
| Employer contribution / active EE | $759 | $5,120-85.2% | $4,159-81.7% | $4,779-84.1% |
| Participant deferral / active EE | $1,203 | $6,075-80.2% | $5,277-77.2% | $5,609-78.5% |
| Admin fee / account holder | $13 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |