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 6-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 | $13,667 | $167,307-91.8% | $143,757-90.5% | $134,475-89.8% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -21.73% | 0.46%-22.2pp | -0.04%-21.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,587 | $5,619-54.0% | $4,951-47.8% | $4,740-45.4% |
| Participant deferral / active EE | $6,393 | $6,446-0.8% | $5,637+13.4% | $6,400-0.1% |
| Admin fee / account holder | $33 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |