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 9-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 | $6,665 | $104,106-93.6% | $71,086-90.6% | $135,375-95.1% |
| Participation rate | 70.8% | 65.7%+5.2pp | 54.7%+16.2pp | 82.6%-11.8pp |
| Annual return | -20.24% | 1256.30%-1276.5pp | 650.59%-670.8pp | 519.73%-540.0pp |
| Employer contribution / active EE | $646 | $1,485-56.5% | $1,088-40.6% | $4,779-86.5% |
| Participant deferral / active EE | $2,909 | $2,527+15.1% | $1,874+55.2% | $5,609-48.1% |
| Admin fee / account holder | $23 | $4,142-99.5% | $3,082-99.3% | $10,827-99.8% |