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 | $12,778 | $127,100-89.9% | $105,738-87.9% | $135,375-90.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | -10.63% | 4.49%-15.1pp | 6.27%-16.9pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,627 | $4,107-60.4% | $3,268-50.2% | $4,779-66.0% |
| Participant deferral / active EE | $3,980 | $5,064-21.4% | $4,080-2.4% | $5,609-29.0% |
| Admin fee / account holder | $52 | $9,087-99.4% | $6,913-99.2% | $10,827-99.5% |