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 | $6,204 | $54,350-88.6% | $82,719-92.5% | $68,494-90.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -26.50% | -13.67%-12.8pp | 701.18%-727.7pp | -7.84%-18.7pp |
| Employer contribution / active EE | $1,941 | $2,218-12.5% | $3,009-35.5% | $2,596-25.2% |
| Participant deferral / active EE | $1,272 | $3,246-60.8% | $4,395-71.1% | $4,027-68.4% |
| Admin fee / account holder | $216 | $4,395-95.1% | $5,329-95.9% | $5,403-96.0% |