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 | $6,395 | $213,957-97.0% | $149,696-95.7% | - |
| Participation rate | 0.0% | 79.5%-79.5pp | 82.5%-82.5pp | - |
| Annual return | -19.15% | 9.83%-29.0pp | 276.60%-295.8pp | - |
| Employer contribution / active EE | $0 | $3,868-100.0% | $4,644-100.0% | - |
| Participant deferral / active EE | $0 | $6,177-100.0% | $6,842-100.0% | - |
| Admin fee / account holder | $0 | $24,510-100.0% | $9,309-100.0% | - |