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 | $39,455 | $290,732-86.4% | $200,582-80.3% | - |
| Participation rate | 0.0% | 83.9%-83.9pp | 86.9%-86.9pp | - |
| Annual return | -45.00% | 14.10%-59.1pp | 42.33%-87.3pp | - |
| Employer contribution / active EE | $0 | $5,017-100.0% | $6,419-100.0% | - |
| Participant deferral / active EE | $0 | $8,241-100.0% | $9,331-100.0% | - |
| Admin fee / account holder | $0 | $8,656-100.0% | $16,305-100.0% | - |