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 | $7,990 | $106,543-92.5% | $91,220-91.2% | $134,475-94.1% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -22.73% | 160.60%-183.3pp | 114.01%-136.7pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,706 | $3,331-18.7% | $2,850-5.0% | $4,740-42.9% |
| Participant deferral / active EE | $4,859 | $4,719+3.0% | $4,234+14.8% | $6,400-24.1% |
| Admin fee / account holder | $173 | $6,231-97.2% | $5,420-96.8% | $11,426-98.5% |