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 | $7,968 | $138,044-94.2% | $125,339-93.6% | $134,475-94.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -43.74% | 750.33%-794.1pp | 572.05%-615.8pp | 417.96%-461.7pp |
| Employer contribution / active EE | $1,830 | $5,243-65.1% | $4,814-62.0% | $4,740-61.4% |
| Participant deferral / active EE | $5,997 | $7,799-23.1% | $7,446-19.5% | $6,400-6.3% |
| Admin fee / account holder | $23 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |