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 9-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 | $11,258 | $211,958-94.7% | $169,463-93.4% | $135,375-91.7% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -21.09% | 3.26%-24.4pp | 1.83%-22.9pp | 519.73%-540.8pp |
| Employer contribution / active EE | $1,971 | $5,120-61.5% | $4,159-52.6% | $4,779-58.7% |
| Participant deferral / active EE | $3,323 | $6,075-45.3% | $5,277-37.0% | $5,609-40.7% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |