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 | $2,641 | $102,828-97.4% | $105,387-97.5% | $152,861-98.3% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 22.67% | 20.85%+1.8pp | 26.82%-4.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |