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 7-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 | $2,779 | $43,723-93.6% | $121,196-97.7% | $64,186-95.7% |
| Participation rate | 85.7% | 58.3%+27.4pp | 71.7%+14.0pp | 69.6%+16.1pp |
| Annual return | -11.01% | 68.91%-79.9pp | 16.93%-27.9pp | 7.63%-18.6pp |
| Employer contribution / active EE | $660 | $1,296-49.1% | $4,022-83.6% | $2,381-72.3% |
| Participant deferral / active EE | $1,146 | $2,280-49.7% | $3,344-65.7% | $3,470-67.0% |
| Admin fee / account holder | $66 | $3,501-98.1% | $5,019-98.7% | $4,888-98.7% |