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 | $18,630 | $72,114-74.2% | $108,745-82.9% | $62,891-70.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | -75.25% | 13.41%-88.7pp | 46.22%-121.5pp | 20.14%-95.4pp |
| Employer contribution / active EE | $1,450 | $2,694-46.2% | $3,323-56.4% | $2,281-36.4% |
| Participant deferral / active EE | $4,047 | $4,044+0.1% | $5,121-21.0% | $3,203+26.4% |
| Admin fee / account holder | $233 | $4,608-94.9% | $6,144-96.2% | $4,296-94.6% |