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 6-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 | $4,256 | $106,543-96.0% | $91,220-95.3% | $134,475-96.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -31.58% | 160.60%-192.2pp | 114.01%-145.6pp | 417.96%-449.5pp |
| Employer contribution / active EE | $3,191 | $3,331-4.2% | $2,850+12.0% | $4,740-32.7% |
| Participant deferral / active EE | $5,050 | $4,719+7.0% | $4,234+19.3% | $6,400-21.1% |
| Admin fee / account holder | $32 | $6,231-99.5% | $5,420-99.4% | $11,426-99.7% |