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 | $2,378 | $76,659-96.9% | $64,105-96.3% | - |
| Participation rate | 0.0% | 58.6%-58.6pp | 68.2%-68.2pp | - |
| Annual return | -567.71% | -9.24%-558.5pp | 791.24%-1359.0pp | - |
| Employer contribution / active EE | $0 | $711-100.0% | $1,820-100.0% | - |
| Participant deferral / active EE | $0 | $2,144-100.0% | $2,822-100.0% | - |
| Admin fee / account holder | $52 | $5,491-99.1% | $4,499-98.8% | - |