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 9-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 | $6,147 | $77,813-92.1% | $123,544-95.0% | $64,186-90.4% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.1pp |
| Annual return | -22.97% | 12.48%-35.5pp | 119.20%-142.2pp | 7.63%-30.6pp |
| Employer contribution / active EE | $1,887 | $3,014-37.4% | $4,628-59.2% | $2,381-20.8% |
| Participant deferral / active EE | $3,581 | $5,240-31.7% | $6,426-44.3% | $3,470+3.2% |
| Admin fee / account holder | $128 | $5,519-97.7% | $9,284-98.6% | $4,888-97.4% |