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 | $16,113 | $162,781-90.1% | $133,956-88.0% | $158,922-89.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.48% | 41.94%-43.4pp | 45.09%-46.6pp | 302.83%-304.3pp |
| Employer contribution / active EE | $3,094 | $4,975-37.8% | $3,919-21.0% | $4,761-35.0% |
| Participant deferral / active EE | $8,733 | $5,911+47.7% | $5,048+73.0% | $5,982+46.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |