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 | $19,629 | $145,904-86.5% | $83,848-76.6% | - |
| Participation rate | 0.0% | 64.1%-64.1pp | 76.1%-76.1pp | - |
| Annual return | -10.25% | -3.19%-7.1pp | 850.88%-861.1pp | - |
| Employer contribution / active EE | $0 | $1,734-100.0% | $3,631-100.0% | - |
| Participant deferral / active EE | $0 | $2,760-100.0% | $4,082-100.0% | - |
| Admin fee / account holder | $47 | $8,727-99.5% | $5,478-99.1% | - |