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 8-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 | $4,684 | $54,350-91.4% | $82,719-94.3% | $68,494-93.2% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -23.56% | -13.67%-9.9pp | 701.18%-724.7pp | -7.84%-15.7pp |
| Employer contribution / active EE | $760 | $2,218-65.7% | $3,009-74.7% | $2,596-70.7% |
| Participant deferral / active EE | $1,828 | $3,246-43.7% | $4,395-58.4% | $4,027-54.6% |
| Admin fee / account holder | $133 | $4,395-97.0% | $5,329-97.5% | $5,403-97.5% |