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 | $11,082 | $171,865-93.6% | $149,718-92.6% | $147,584-92.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -2.48% | 2113.22%-2115.7pp | 1501.63%-1504.1pp | 578.55%-581.0pp |
| Employer contribution / active EE | $2,063 | $6,275-67.1% | $5,445-62.1% | $4,876-57.7% |
| Participant deferral / active EE | $3,938 | $7,271-45.8% | $6,569-40.1% | $5,439-27.6% |
| Admin fee / account holder | $50 | $13,799-99.6% | $11,283-99.6% | $10,885-99.5% |