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 | $4,639 | $189,613-97.6% | $167,512-97.2% | $142,382-96.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 8.10% | 2024.68%-2016.6pp | 1615.79%-1607.7pp | 217.08%-209.0pp |
| Employer contribution / active EE | $1,908 | $4,349-56.1% | $3,882-50.8% | $4,299-55.6% |
| Participant deferral / active EE | $1,908 | $6,981-72.7% | $6,405-70.2% | $6,507-70.7% |
| Admin fee / account holder | $18 | $10,528-99.8% | $9,769-99.8% | $12,624-99.9% |