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 | $22,275 | $135,952-83.6% | $123,892-82.0% | $273,961-91.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 1.67% | 56.63%-55.0pp | 47.52%-45.8pp | 41.45%-39.8pp |
| Employer contribution / active EE | $8,465 | $5,170+63.7% | $4,617+83.3% | $4,869+73.9% |
| Participant deferral / active EE | $9,390 | $6,343+48.0% | $5,984+56.9% | $5,287+77.6% |
| Admin fee / account holder | $134 | $9,817-98.6% | $8,357-98.4% | $10,132-98.7% |