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 | $6,995 | $84,695-91.7% | $73,843-90.5% | $125,391-94.4% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -3.97% | 3123.53%-3127.5pp | 2267.84%-2271.8pp | 282.22%-286.2pp |
| Employer contribution / active EE | $1,502 | $3,123-51.9% | $2,787-46.1% | $4,866-69.1% |
| Participant deferral / active EE | $2,552 | $3,992-36.1% | $3,583-28.8% | $5,352-52.3% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |