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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,190 | $99,985-78.8% | $146,665-85.6% | $85,850-75.3% |
| Participation rate | 98.5% | 73.1%+25.5pp | 80.1%+18.5pp | 69.3%+29.2pp |
| Annual return | 3.51% | 18.93%-15.4pp | 22.74%-19.2pp | 318.53%-315.0pp |
| Employer contribution / active EE | $2,959 | $2,559+15.6% | $4,136-28.5% | $2,565+15.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $37 | $7,702-99.5% | $10,280-99.6% | $6,260-99.4% |