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 7-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 | $15,587 | $82,664-81.1% | $125,339-87.6% | $68,494-77.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -36.53% | -5.97%-30.6pp | 572.05%-608.6pp | -7.84%-28.7pp |
| Employer contribution / active EE | $5,717 | $3,381+69.1% | $4,814+18.8% | $2,596+120.2% |
| Participant deferral / active EE | $3,340 | $6,110-45.3% | $7,446-55.1% | $4,027-17.1% |
| Admin fee / account holder | $9 | $6,275-99.9% | $10,010-99.9% | $5,403-99.8% |