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 | $8,287 | $46,869-82.3% | $122,332-93.2% | $70,131-88.2% |
| Participation rate | 77.1% | 58.2%+19.0pp | 71.6%+5.5pp | 69.5%+7.6pp |
| Annual return | 8.37% | 24.22%-15.9pp | 30.27%-21.9pp | 73.14%-64.8pp |
| Employer contribution / active EE | $432 | $1,288-66.5% | $4,050-89.3% | $2,342-81.6% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $138 | $3,322-95.8% | $5,478-97.5% | $4,645-97.0% |