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 | $209 | $115,814-99.8% | $105,223-99.8% | - |
| Participation rate | 0.0% | 57.0%-57.0pp | 75.0%-75.0pp | - |
| Annual return | 0.00% | 16.00%-16.0pp | 180.65%-180.6pp | - |
| Employer contribution / active EE | $0 | $2,099-100.0% | $3,689-100.0% | - |
| Participant deferral / active EE | $0 | $3,710-100.0% | $5,072-100.0% | - |
| Admin fee / account holder | $0 | $7,174-100.0% | $8,859-100.0% | - |