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 | $4,879 | $48,265-89.9% | $68,791-92.9% | $68,494-92.9% |
| Participation rate | 71.4% | 60.7%+10.8pp | 69.0%+2.4pp | 67.9%+3.5pp |
| Annual return | -48.84% | -12.71%-36.1pp | -6.38%-42.5pp | -7.84%-41.0pp |
| Employer contribution / active EE | $452 | $1,829-75.3% | $2,655-83.0% | $2,596-82.6% |
| Participant deferral / active EE | $2,744 | $2,867-4.3% | $3,941-30.4% | $4,027-31.9% |
| Admin fee / account holder | $52 | $4,355-98.8% | $4,932-98.9% | $5,403-99.0% |