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 9-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 | $2,233 | $211,958-98.9% | $169,463-98.7% | $135,375-98.4% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -50.76% | 3.26%-54.0pp | 1.83%-52.6pp | 519.73%-570.5pp |
| Employer contribution / active EE | $769 | $5,120-85.0% | $4,159-81.5% | $4,779-83.9% |
| Participant deferral / active EE | $1,307 | $6,075-78.5% | $5,277-75.2% | $5,609-76.7% |
| Admin fee / account holder | $6 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |