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 | $5,718 | $67,331-91.5% | $60,874-90.6% | $134,475-95.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -38.18% | 49.93%-88.1pp | 16.90%-55.1pp | 417.96%-456.1pp |
| Employer contribution / active EE | $2,076 | $3,096-33.0% | $2,701-23.2% | $4,740-56.2% |
| Participant deferral / active EE | $3,403 | $4,538-25.0% | $3,817-10.8% | $6,400-46.8% |
| Admin fee / account holder | $5 | $4,582-99.9% | $3,224-99.9% | $11,426-100.0% |