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 10-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 | $16,681 | $180,449-90.8% | $154,107-89.2% | $135,375-87.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -11.58% | 888.09%-899.7pp | 735.12%-746.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,554 | $6,035-74.2% | $5,298-70.7% | $4,779-67.5% |
| Participant deferral / active EE | $3,099 | $5,806-46.6% | $5,081-39.0% | $5,609-44.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |