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 | $6,491 | $180,449-96.4% | $154,107-95.8% | $135,375-95.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -44.62% | 888.09%-932.7pp | 735.12%-779.7pp | 519.73%-564.4pp |
| Employer contribution / active EE | $1,396 | $6,035-76.9% | $5,298-73.6% | $4,779-70.8% |
| Participant deferral / active EE | $4,305 | $5,806-25.9% | $5,081-15.3% | $5,609-23.2% |
| Admin fee / account holder | $9 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |