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 | $4,870 | $107,334-95.5% | $92,893-94.8% | $152,861-96.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.73% | 145.58%-135.9pp | 109.41%-99.7pp | 345.32%-335.6pp |
| Employer contribution / active EE | $1,903 | $4,221-54.9% | $3,653-47.9% | $4,762-60.0% |
| Participant deferral / active EE | $2,058 | $4,845-57.5% | $4,236-51.4% | $5,850-64.8% |
| Admin fee / account holder | $12 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |