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 9-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 | $4,159 | $77,813-94.7% | $123,544-96.6% | $64,186-93.5% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -48.56% | 12.48%-61.0pp | 119.20%-167.8pp | 7.63%-56.2pp |
| Employer contribution / active EE | $875 | $3,014-71.0% | $4,628-81.1% | $2,381-63.2% |
| Participant deferral / active EE | $2,261 | $5,240-56.9% | $6,426-64.8% | $3,470-34.8% |
| Admin fee / account holder | $54 | $5,519-99.0% | $9,284-99.4% | $4,888-98.9% |