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 | $18,887 | $92,222-79.5% | $76,768-75.4% | $135,375-86.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -17.47% | 5.46%-22.9pp | 2.43%-19.9pp | 519.73%-537.2pp |
| Employer contribution / active EE | $3,231 | $3,216+0.5% | $2,485+30.0% | $4,779-32.4% |
| Participant deferral / active EE | $6,944 | $4,509+54.0% | $3,852+80.3% | $5,609+23.8% |
| Admin fee / account holder | $232 | $10,748-97.8% | $6,675-96.5% | $10,827-97.9% |