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 | $7,570 | $138,044-94.5% | $125,339-94.0% | $134,475-94.4% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -20.88% | 750.33%-771.2pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,749 | $5,243-66.6% | $4,814-63.7% | $4,740-63.1% |
| Participant deferral / active EE | $3,252 | $7,799-58.3% | $7,446-56.3% | $6,400-49.2% |
| Admin fee / account holder | $45 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |