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 7-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 | $5,338 | $92,703-94.2% | $82,719-93.5% | $134,475-96.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.59% | 944.92%-971.5pp | 701.18%-727.8pp | 417.96%-444.6pp |
| Employer contribution / active EE | $1,672 | $3,274-48.9% | $3,009-44.4% | $4,740-64.7% |
| Participant deferral / active EE | $3,183 | $4,802-33.7% | $4,395-27.6% | $6,400-50.3% |
| Admin fee / account holder | $61 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |