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 | $1,538 | $79,753-98.1% | $106,213-98.6% | - |
| Participation rate | 0.0% | 68.4%-68.4pp | 75.3%-75.3pp | - |
| Annual return | 0.46% | 10.43%-10.0pp | 116.14%-115.7pp | - |
| Employer contribution / active EE | $0 | $2,584-100.0% | $3,171-100.0% | - |
| Participant deferral / active EE | $0 | $4,151-100.0% | $5,016-100.0% | - |
| Admin fee / account holder | $0 | $4,140-100.0% | $11,033-100.0% | - |