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 | $11,545 | $150,440-92.3% | $136,294-91.5% | $147,584-92.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.76% | 1049.08%-1040.3pp | 5155.94%-5147.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $1,712 | $5,256-67.4% | $4,695-63.5% | $4,876-64.9% |
| Participant deferral / active EE | $3,105 | $6,630-53.2% | $6,247-50.3% | $5,439-42.9% |
| Admin fee / account holder | $43 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |