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 | $175,036-99.0% | $86,233-98.0% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 69.0%-69.0pp | - |
| Annual return | 0.00% | 15.04%-15.0pp | 61.39%-61.4pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,504-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $4,559-100.0% | - |
| Admin fee / account holder | $0 | $23,923-100.0% | $8,342-100.0% | - |