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 | $9,971 | $160,055-93.8% | $140,016-92.9% | $135,375-92.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -38.32% | 911.38%-949.7pp | 651.12%-689.4pp | 519.73%-558.1pp |
| Employer contribution / active EE | $2,770 | $6,420-56.9% | $5,606-50.6% | $4,779-42.0% |
| Participant deferral / active EE | $7,126 | $7,642-6.7% | $6,927+2.9% | $5,609+27.1% |
| Admin fee / account holder | $60 | $13,328-99.6% | $10,705-99.4% | $10,827-99.4% |