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 | $14,192 | $105,859-86.6% | $90,160-84.3% | $147,584-90.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.22% | 37.63%-28.4pp | 34.88%-25.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $3,310 | $4,126-19.8% | $3,318-0.2% | $4,876-32.1% |
| Participant deferral / active EE | $3,522 | $5,733-38.6% | $5,288-33.4% | $5,439-35.2% |
| Admin fee / account holder | $183 | $8,046-97.7% | $5,943-96.9% | $10,885-98.3% |