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 | $8,117 | $95,193-91.5% | $76,523-89.4% | $135,375-94.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -214.19% | 4.85%-219.0pp | -0.27%-213.9pp | 519.73%-733.9pp |
| Employer contribution / active EE | $2,401 | $3,302-27.3% | $2,647-9.3% | $4,779-49.8% |
| Participant deferral / active EE | $6,118 | $4,639+31.9% | $3,835+59.5% | $5,609+9.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |