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 5-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 | $11,144 | $100,754-88.9% | $86,677-87.1% | $134,475-91.7% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -22.17% | 29.04%-51.2pp | 35.91%-58.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,253 | $3,489-35.4% | $2,836-20.6% | $4,740-52.5% |
| Participant deferral / active EE | $4,928 | $5,338-7.7% | $4,656+5.9% | $6,400-23.0% |
| Admin fee / account holder | $69 | $10,926-99.4% | $7,493-99.1% | $11,426-99.4% |