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 8-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 | $9,353 | $138,065-93.2% | $123,544-92.4% | $135,375-93.1% |
| Participation rate | 72.2% | 84.7%-12.5pp | 82.3%-10.1pp | 82.6%-10.4pp |
| Annual return | -323.28% | 153.68%-477.0pp | 119.20%-442.5pp | 519.73%-843.0pp |
| Employer contribution / active EE | $4,066 | $5,151-21.1% | $4,628-12.1% | $4,779-14.9% |
| Participant deferral / active EE | $3,186 | $6,799-53.1% | $6,426-50.4% | $5,609-43.2% |
| Admin fee / account holder | $24 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |