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 | $17,927 | $176,662-89.9% | $130,648-86.3% | $152,861-88.3% |
| Participation rate | 85.7% | 79.0%+6.8pp | 71.7%+14.0pp | 82.4%+3.3pp |
| Annual return | -19.21% | 2692.24%-2711.5pp | 1708.96%-1728.2pp | 345.32%-364.5pp |
| Employer contribution / active EE | $2,143 | $5,742-62.7% | $4,092-47.6% | $4,762-55.0% |
| Participant deferral / active EE | $0 | $4,361-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $95 | $7,133-98.7% | $5,464-98.3% | $11,596-99.2% |