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 6-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 | $9,633 | $138,044-93.0% | $125,339-92.3% | $134,475-92.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.71% | 750.33%-775.0pp | 572.05%-596.8pp | 417.96%-442.7pp |
| Employer contribution / active EE | $1,639 | $5,243-68.7% | $4,814-66.0% | $4,740-65.4% |
| Participant deferral / active EE | $4,900 | $7,799-37.2% | $7,446-34.2% | $6,400-23.4% |
| Admin fee / account holder | $71 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |