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 8-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 | $12,945 | $158,817-91.8% | $121,196-89.3% | $135,375-90.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -17.29% | -0.64%-16.7pp | 16.93%-34.2pp | 519.73%-537.0pp |
| Employer contribution / active EE | $884 | $5,665-84.4% | $4,022-78.0% | $4,779-81.5% |
| Participant deferral / active EE | $4,904 | $4,005+22.5% | $3,344+46.6% | $5,609-12.6% |
| Admin fee / account holder | $200 | $6,512-96.9% | $5,019-96.0% | $10,827-98.2% |