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 9-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 | $7,403 | $42,383-82.5% | $76,523-90.3% | $64,186-88.5% |
| Participation rate | 92.3% | 58.1%+34.2pp | 68.0%+24.3pp | 69.6%+22.7pp |
| Annual return | -13.03% | -16.54%+3.5pp | -0.27%-12.8pp | 7.63%-20.7pp |
| Employer contribution / active EE | $1,901 | $1,563+21.6% | $2,647-28.2% | $2,381-20.1% |
| Participant deferral / active EE | $4,247 | $2,566+65.5% | $3,835+10.7% | $3,470+22.4% |
| Admin fee / account holder | $166 | $3,198-94.8% | $4,848-96.6% | $4,888-96.6% |