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 | $6,303 | $118,450-94.7% | $98,439-93.6% | $139,434-95.5% |
| Participation rate | 0.0% | 77.4%-77.4pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | -0.93% | 18.94%-19.9pp | 21.16%-22.1pp | 372.94%-373.9pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,710-100.0% |
| Admin fee / account holder | $92 | $14,026-99.3% | $8,948-99.0% | $11,403-99.2% |