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 6-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 | $5,304 | $97,881-94.6% | $80,004-93.4% | $125,391-95.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -3.97% | 9.36%-13.3pp | 7.63%-11.6pp | 282.22%-286.2pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,008 | $3,744-19.7% | $3,204-6.1% | $5,352-43.8% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |