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 4-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 | $14,485 | $167,307-91.3% | $143,757-89.9% | $134,475-89.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -21.83% | 0.46%-22.3pp | -0.04%-21.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $7,246 | $5,619+29.0% | $4,951+46.4% | $4,740+52.9% |
| Participant deferral / active EE | $2,986 | $6,446-53.7% | $5,637-47.0% | $6,400-53.3% |
| Admin fee / account holder | $18 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |