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 | $3,882 | $92,703-95.8% | $82,719-95.3% | $134,475-97.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -23.81% | 944.92%-968.7pp | 701.18%-725.0pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,045 | $3,274-68.1% | $3,009-65.3% | $4,740-77.9% |
| Participant deferral / active EE | $1,090 | $4,802-77.3% | $4,395-75.2% | $6,400-83.0% |
| Admin fee / account holder | $14 | $5,983-99.8% | $5,329-99.7% | $11,426-99.9% |