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.
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 | $619 | $135,635-99.5% | $110,238-99.4% | $135,375-99.5% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -2.86% | 513.19%-516.0pp | 314.74%-317.6pp | 519.73%-522.6pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20 | $11,457-99.8% | $8,547-99.8% | $10,827-99.8% |