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 | $15,824 | $167,484-90.6% | $151,611-89.6% | $134,475-88.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -84.51% | 7.80%-92.3pp | 3.33%-87.8pp | 417.96%-502.5pp |
| Employer contribution / active EE | $3,113 | $6,829-54.4% | $6,166-49.5% | $4,740-34.3% |
| Participant deferral / active EE | $8,167 | $8,986-9.1% | $8,363-2.4% | $6,400+27.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |