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 | $15,862 | $82,664-80.8% | $125,339-87.3% | $68,494-76.8% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -40.88% | -5.97%-34.9pp | 572.05%-612.9pp | -7.84%-33.0pp |
| Employer contribution / active EE | $8,673 | $3,381+156.5% | $4,814+80.2% | $2,596+234.1% |
| Participant deferral / active EE | $16,123 | $6,110+163.9% | $7,446+116.5% | $4,027+300.3% |
| Admin fee / account holder | $259 | $6,275-95.9% | $10,010-97.4% | $5,403-95.2% |