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 | $14,445 | $152,587-90.5% | $125,175-88.5% | $152,861-90.6% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 9.31% | 54.84%-45.5pp | 43.79%-34.5pp | 345.32%-336.0pp |
| Employer contribution / active EE | $4,375 | $4,946-11.5% | $3,865+13.2% | $4,762-8.1% |
| Participant deferral / active EE | $2,768 | $5,868-52.8% | $4,937-43.9% | $5,850-52.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |