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 | $3,044 | $49,280-93.8% | $67,313-95.5% | $64,186-95.3% |
| Participation rate | 85.7% | 60.8%+24.9pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | -9.73% | -1.39%-8.3pp | -4.08%-5.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $784 | $1,668-53.0% | $2,566-69.4% | $2,381-67.1% |
| Participant deferral / active EE | $1,037 | $2,484-58.3% | $3,568-70.9% | $3,470-70.1% |
| Admin fee / account holder | $117 | $3,863-97.0% | $4,507-97.4% | $4,888-97.6% |