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 8-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 | $4,858 | $154,365-96.9% | $130,231-96.3% | $139,434-96.5% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.3%-76.3pp | 80.3%-80.3pp |
| Annual return | 17.68% | 30.34%-12.7pp | 38.77%-21.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,403-100.0% |