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 5-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 | $2,595 | $92,703-97.2% | $82,719-96.9% | $134,475-98.1% |
| Participation rate | 76.2% | 75.2%+1.0pp | 72.6%+3.6pp | 81.2%-5.0pp |
| Annual return | -38.81% | 944.92%-983.7pp | 701.18%-740.0pp | 417.96%-456.8pp |
| Employer contribution / active EE | $544 | $3,274-83.4% | $3,009-81.9% | $4,740-88.5% |
| Participant deferral / active EE | $1,622 | $4,802-66.2% | $4,395-63.1% | $6,400-74.7% |
| Admin fee / account holder | $43 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |