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 | $275 | $78,826-99.7% | $91,001-99.7% | - |
| Participation rate | 0.0% | 75.7%-75.7pp | 75.6%-75.6pp | - |
| Annual return | -5.99% | 13.42%-19.4pp | 4.60%-10.6pp | - |
| Employer contribution / active EE | $0 | $2,032-100.0% | $2,456-100.0% | - |
| Participant deferral / active EE | $0 | $3,427-100.0% | $3,547-100.0% | - |
| Admin fee / account holder | $18 | $1,277-98.6% | $5,417-99.7% | - |