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 4-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 | $3,139 | $169,032-98.1% | $129,207-97.6% | $145,922-97.8% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 9.72% | 14330.11%-14320.4pp | 9417.33%-9407.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $275 | $9,954-97.2% | $7,715-96.4% | $13,397-97.9% |