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 | $292 | $54,364-99.5% | $77,999-99.6% | - |
| Participation rate | 0.0% | 73.9%-73.9pp | 75.5%-75.5pp | - |
| Annual return | -4.11% | 2.71%-6.8pp | 425.96%-430.1pp | - |
| Employer contribution / active EE | $0 | $1,328-100.0% | $2,470-100.0% | - |
| Participant deferral / active EE | $0 | $2,800-100.0% | $3,497-100.0% | - |
| Admin fee / account holder | $13 | $3,826-99.7% | $5,480-99.8% | - |