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 7-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 | $15,491 | $135,635-88.6% | $110,238-85.9% | $135,375-88.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -55.90% | 513.19%-569.1pp | 314.74%-370.6pp | 519.73%-575.6pp |
| Employer contribution / active EE | $7,875 | $4,906+60.5% | $3,826+105.8% | $4,779+64.8% |
| Participant deferral / active EE | $21,859 | $5,506+297.0% | $4,672+367.9% | $5,609+289.7% |
| Admin fee / account holder | $141 | $11,457-98.8% | $8,547-98.4% | $10,827-98.7% |