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 9-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 | $13,379 | $211,958-93.7% | $169,463-92.1% | $135,375-90.1% |
| Participation rate | 90.0% | 82.6%+7.4pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | -21.30% | 3.26%-24.6pp | 1.83%-23.1pp | 519.73%-541.0pp |
| Employer contribution / active EE | $2,407 | $5,120-53.0% | $4,159-42.1% | $4,779-49.6% |
| Participant deferral / active EE | $7,799 | $6,075+28.4% | $5,277+47.8% | $5,609+39.0% |
| Admin fee / account holder | $89 | $11,471-99.2% | $9,109-99.0% | $10,827-99.2% |