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 | $3,943 | $100,754-96.1% | $86,677-95.5% | $134,475-97.1% |
| Participation rate | 0.0% | 78.9%-78.9pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | 1.65% | 29.04%-27.4pp | 35.91%-34.3pp | 417.96%-416.3pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |