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 6-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 | $10,389 | $115,770-91.0% | $101,248-89.7% | $158,922-93.5% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | -12.64% | 56.14%-68.8pp | 46.47%-59.1pp | 302.83%-315.5pp |
| Employer contribution / active EE | $2,711 | $4,175-35.1% | $3,660-25.9% | $4,761-43.1% |
| Participant deferral / active EE | $4,811 | $4,957-2.9% | $4,370+10.1% | $5,982-19.6% |
| Admin fee / account holder | $83 | $7,245-98.8% | $5,945-98.6% | $11,246-99.3% |