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 | $17 | $78,103-100.0% | $289,028-100.0% | $116,875-100.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | -48.68% | 15.26%-63.9pp | 243.94%-292.6pp | 16.29%-65.0pp |
| Employer contribution / active EE | $0 | $2,718-100.0% | $6,326-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $4,804-100.0% | $3,885-100.0% |
| Admin fee / account holder | $0 | $8,683-100.0% | $14,050-100.0% | $12,263-100.0% |