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 | $9,488 | $76,000-87.5% | $154,107-93.8% | $64,186-85.2% |
| Participation rate | 79.2% | 70.4%+8.8pp | 83.0%-3.9pp | 69.6%+9.6pp |
| Annual return | -18.36% | 30.32%-48.7pp | 735.12%-753.5pp | 7.63%-26.0pp |
| Employer contribution / active EE | $1,527 | $3,351-54.4% | $5,298-71.2% | $2,381-35.8% |
| Participant deferral / active EE | $2,593 | $3,175-18.3% | $5,081-49.0% | $3,470-25.3% |
| Admin fee / account holder | $18 | $5,596-99.7% | $13,411-99.9% | $4,888-99.6% |