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 7-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 | $10,711 | $115,770-90.7% | $101,248-89.4% | $158,922-93.3% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 5.91% | 56.14%-50.2pp | 46.47%-40.6pp | 302.83%-296.9pp |
| Employer contribution / active EE | $1,478 | $4,175-64.6% | $3,660-59.6% | $4,761-69.0% |
| Participant deferral / active EE | $3,893 | $4,957-21.5% | $4,370-10.9% | $5,982-34.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |