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 | $10,730 | $77,419-86.1% | $69,455-84.6% | $152,861-93.0% |
| Participation rate | 93.8% | 78.1%+15.6pp | 74.6%+19.1pp | 82.4%+11.3pp |
| Annual return | 4.80% | 39.06%-34.3pp | 28.97%-24.2pp | 345.32%-340.5pp |
| Employer contribution / active EE | $470 | $3,315-85.8% | $2,779-83.1% | $4,762-90.1% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $51 | $6,207-99.2% | $3,839-98.7% | $11,596-99.6% |