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 | $10,307 | $138,065-92.5% | $123,544-91.7% | $135,375-92.4% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -12.25% | 153.68%-165.9pp | 119.20%-131.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,534 | $5,151-70.2% | $4,628-66.9% | $4,779-67.9% |
| Participant deferral / active EE | $3,056 | $6,799-55.1% | $6,426-52.4% | $5,609-45.5% |
| Admin fee / account holder | $68 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |