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 8-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 | $23,299 | $180,449-87.1% | $154,107-84.9% | $135,375-82.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.65% | 888.09%-899.7pp | 735.12%-746.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $7,062 | $6,035+17.0% | $5,298+33.3% | $4,779+47.8% |
| Participant deferral / active EE | $6,402 | $5,806+10.3% | $5,081+26.0% | $5,609+14.1% |
| Admin fee / account holder | $94 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |