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 | $12,761 | $127,386-90.0% | $115,037-88.9% | $125,391-89.8% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -10.30% | 31.28%-41.6pp | 26.14%-36.4pp | 282.22%-292.5pp |
| Employer contribution / active EE | $2,993 | $5,166-42.1% | $4,608-35.0% | $4,866-38.5% |
| Participant deferral / active EE | $6,324 | $6,423-1.5% | $6,026+4.9% | $5,352+18.2% |
| Admin fee / account holder | $53 | $9,516-99.4% | $8,175-99.4% | $9,540-99.4% |