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 5-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 | $3,933 | $123,909-96.8% | $69,647-94.4% | $145,922-97.3% |
| Participation rate | 0.0% | 69.2%-69.2pp | 66.5%-66.5pp | 80.3%-80.3pp |
| Annual return | 9.96% | 190.55%-180.6pp | 100.48%-90.5pp | 561.29%-551.3pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,886-100.0% | $6,688-100.0% |
| Admin fee / account holder | $54 | $7,863-99.3% | $4,713-98.9% | $13,397-99.6% |