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 | $7,752 | $49,177-84.2% | $79,464-90.2% | $64,186-87.9% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.6%+13.8pp |
| Annual return | -8.16% | -1.16%-7.0pp | 718.14%-726.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $886 | $2,076-57.3% | $2,800-68.4% | $2,381-62.8% |
| Participant deferral / active EE | $2,120 | $2,821-24.9% | $3,704-42.8% | $3,470-38.9% |
| Admin fee / account holder | $140 | $3,839-96.3% | $5,113-97.3% | $4,888-97.1% |