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 | $16,575 | $86,929-80.9% | $102,423-83.8% | $80,856-79.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 4.89% | 18.88%-14.0pp | 29.32%-24.4pp | 35.59%-30.7pp |
| Employer contribution / active EE | $1,597 | $2,369-32.6% | $3,023-47.2% | $2,755-42.0% |
| Participant deferral / active EE | $2,898 | $4,118-29.6% | $5,053-42.6% | $4,296-32.5% |
| Admin fee / account holder | $212 | $8,049-97.4% | $9,451-97.8% | $6,918-96.9% |