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 5-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 | $4,709 | $133,958-96.5% | $112,228-95.8% | $134,475-96.5% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -60.56% | 47.11%-107.7pp | 27.45%-88.0pp | 417.96%-478.5pp |
| Employer contribution / active EE | $1,296 | $4,038-67.9% | $3,635-64.4% | $4,740-72.7% |
| Participant deferral / active EE | $2,589 | $5,291-51.1% | $4,728-45.2% | $6,400-59.5% |
| Admin fee / account holder | $76 | $7,489-99.0% | $6,410-98.8% | $11,426-99.3% |