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 7-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 | $3,756 | $50,958-92.6% | $74,550-95.0% | $64,186-94.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -12.01% | -1.86%-10.2pp | 32.53%-44.5pp | 7.63%-19.6pp |
| Employer contribution / active EE | $469 | $1,115-57.9% | $1,961-76.1% | $2,381-80.3% |
| Participant deferral / active EE | $2,502 | $2,301+8.7% | $3,108-19.5% | $3,470-27.9% |
| Admin fee / account holder | $279 | $4,223-93.4% | $5,060-94.5% | $4,888-94.3% |