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 | $19,272 | $211,958-90.9% | $169,463-88.6% | $135,375-85.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.43% | 3.26%-17.7pp | 1.83%-16.3pp | 519.73%-534.2pp |
| Employer contribution / active EE | $3,315 | $5,120-35.2% | $4,159-20.3% | $4,779-30.6% |
| Participant deferral / active EE | $6,933 | $6,075+14.1% | $5,277+31.4% | $5,609+23.6% |
| Admin fee / account holder | $160 | $11,471-98.6% | $9,109-98.2% | $10,827-98.5% |