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 | $4,296 | $48,265-91.1% | $68,791-93.8% | $68,494-93.7% |
| Participation rate | 83.3% | 60.7%+22.7pp | 69.0%+14.3pp | 67.9%+15.4pp |
| Annual return | -40.14% | -12.71%-27.4pp | -6.38%-33.8pp | -7.84%-32.3pp |
| Employer contribution / active EE | $1,161 | $1,829-36.5% | $2,655-56.3% | $2,596-55.3% |
| Participant deferral / active EE | $2,278 | $2,867-20.5% | $3,941-42.2% | $4,027-43.4% |
| Admin fee / account holder | $156 | $4,355-96.4% | $4,932-96.8% | $5,403-97.1% |