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 | $63,140-100.0% | $304,612-100.0% | $116,462-100.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 81.9%+18.1pp | 74.7%+25.3pp |
| Annual return | -48.68% | 15.04%-63.7pp | 329.91%-378.6pp | 15.65%-64.3pp |
| Employer contribution / active EE | $0 | $2,385-100.0% | $7,476-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $0 | $2,741-100.0% | $5,388-100.0% | $3,836-100.0% |
| Admin fee / account holder | $0 | $7,583-100.0% | $12,962-100.0% | $12,754-100.0% |