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 | $9,363 | $138,065-93.2% | $123,544-92.4% | $135,375-93.1% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -13.27% | 153.68%-167.0pp | 119.20%-132.5pp | 519.73%-533.0pp |
| Employer contribution / active EE | $1,489 | $5,151-71.1% | $4,628-67.8% | $4,779-68.8% |
| Participant deferral / active EE | $3,082 | $6,799-54.7% | $6,426-52.0% | $5,609-45.1% |
| Admin fee / account holder | $163 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |