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 | $3,890 | $133,958-97.1% | $112,228-96.5% | $134,475-97.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.97% | 47.11%-69.1pp | 27.45%-49.4pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,848 | $4,038-54.2% | $3,635-49.2% | $4,740-61.0% |
| Participant deferral / active EE | $2,588 | $5,291-51.1% | $4,728-45.3% | $6,400-59.6% |
| Admin fee / account holder | $82 | $7,489-98.9% | $6,410-98.7% | $11,426-99.3% |