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 | $25,641 | $209,411-87.8% | $178,490-85.6% | $158,922-83.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.26% | 188.75%-187.5pp | 151.07%-149.8pp | 302.83%-301.6pp |
| Employer contribution / active EE | $2,945 | $5,706-48.4% | $5,011-41.2% | $4,761-38.1% |
| Participant deferral / active EE | $2,298 | $5,954-61.4% | $5,202-55.8% | $5,982-61.6% |
| Admin fee / account holder | $108 | $17,074-99.4% | $13,984-99.2% | $11,246-99.0% |