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 | $5,004 | $88,507-94.3% | $98,442-94.9% | - |
| Participation rate | 0.0% | 61.4%-61.4pp | 73.3%-73.3pp | - |
| Annual return | 5.60% | 11.96%-6.4pp | 1492.73%-1487.1pp | - |
| Employer contribution / active EE | $0 | $1,785-100.0% | $2,960-100.0% | - |
| Participant deferral / active EE | $0 | $2,583-100.0% | $4,276-100.0% | - |
| Admin fee / account holder | $0 | $5,313-100.0% | $5,949-100.0% | - |