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 | $7,668 | $114,047-93.3% | $96,139-92.0% | $167,490-95.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 6.17% | 189.88%-183.7pp | 191.94%-185.8pp | 478.56%-472.4pp |
| Employer contribution / active EE | $4,618 | $3,427+34.8% | $2,797+65.1% | $4,837-4.5% |
| Participant deferral / active EE | $1,625 | $5,194-68.7% | $4,349-62.6% | $6,341-74.4% |
| Admin fee / account holder | $46 | $6,897-99.3% | $5,537-99.2% | $12,309-99.6% |