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 | $27,154 | $180,449-85.0% | $154,107-82.4% | $135,375-79.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.92% | 888.09%-897.0pp | 735.12%-744.0pp | 519.73%-528.7pp |
| Employer contribution / active EE | $4,371 | $6,035-27.6% | $5,298-17.5% | $4,779-8.5% |
| Participant deferral / active EE | $9,571 | $5,806+64.8% | $5,081+88.4% | $5,609+70.6% |
| Admin fee / account holder | $157 | $16,143-99.0% | $13,411-98.8% | $10,827-98.5% |