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 | $1,686 | $176,947-99.0% | $88,946-98.1% | - |
| Participation rate | 0.0% | 61.8%-61.8pp | 68.8%-68.8pp | - |
| Annual return | 0.00% | 15.13%-15.1pp | 57.82%-57.8pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $2,555-100.0% | - |
| Participant deferral / active EE | $0 | $4,114-100.0% | $4,581-100.0% | - |
| Admin fee / account holder | $0 | $22,209-100.0% | $8,261-100.0% | - |