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 | $13,980 | $92,222-84.8% | $76,768-81.8% | $135,375-89.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -15.98% | 5.46%-21.4pp | 2.43%-18.4pp | 519.73%-535.7pp |
| Employer contribution / active EE | $2,156 | $3,216-33.0% | $2,485-13.2% | $4,779-54.9% |
| Participant deferral / active EE | $4,738 | $4,509+5.1% | $3,852+23.0% | $5,609-15.5% |
| Admin fee / account holder | $36 | $10,748-99.7% | $6,675-99.5% | $10,827-99.7% |