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 | $7,283 | $99,341-92.7% | $84,750-91.4% | $273,961-97.3% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | -4.24% | 22.93%-27.2pp | 22.78%-27.0pp | 41.45%-45.7pp |
| Employer contribution / active EE | $1,009 | $4,214-76.0% | $3,574-71.8% | $4,869-79.3% |
| Participant deferral / active EE | $1,399 | $4,269-67.2% | $3,712-62.3% | $5,287-73.5% |
| Admin fee / account holder | $8 | $6,644-99.9% | $5,332-99.8% | $10,132-99.9% |