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 | $12,840 | $87,540-85.3% | $75,781-83.1% | $125,391-89.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -7.16% | 13.48%-20.6pp | 9.68%-16.8pp | 282.22%-289.4pp |
| Employer contribution / active EE | $5,889 | $3,930+49.8% | $3,323+77.2% | $4,866+21.0% |
| Participant deferral / active EE | $4,097 | $4,229-3.1% | $3,651+12.2% | $5,352-23.4% |
| Admin fee / account holder | $171 | $6,502-97.4% | $5,299-96.8% | $9,540-98.2% |