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 | $2,378 | $49,280-95.2% | $67,313-96.5% | $64,186-96.3% |
| Participation rate | 92.3% | 60.8%+31.5pp | 69.1%+23.2pp | 69.6%+22.7pp |
| Annual return | -14.66% | -1.39%-13.3pp | -4.08%-10.6pp | 7.63%-22.3pp |
| Employer contribution / active EE | $1,073 | $1,668-35.7% | $2,566-58.2% | $2,381-54.9% |
| Participant deferral / active EE | $1,453 | $2,484-41.5% | $3,568-59.3% | $3,470-58.1% |
| Admin fee / account holder | $196 | $3,863-94.9% | $4,507-95.7% | $4,888-96.0% |