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 | $2,607 | $61,660-95.8% | $80,019-96.7% | $64,186-95.9% |
| Participation rate | 79.5% | 71.7%+7.8pp | 75.8%+3.7pp | 69.6%+9.9pp |
| Annual return | -8.70% | -0.33%-8.4pp | 11.22%-19.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $601 | $1,810-66.8% | $2,468-75.6% | $2,381-74.7% |
| Participant deferral / active EE | $1,386 | $2,968-53.3% | $3,686-62.4% | $3,470-60.1% |
| Admin fee / account holder | $155 | $5,417-97.1% | $6,521-97.6% | $4,888-96.8% |