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 6-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 | $3,214 | $71,829-95.5% | $69,780-95.4% | $142,382-97.7% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.3%-79.3pp | 80.1%-80.1pp |
| Annual return | 20.78% | 31.01%-10.2pp | 26.31%-5.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $4,168-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $6,819-100.0% | $6,164-100.0% | $6,507-100.0% |
| Admin fee / account holder | $16 | $7,818-99.8% | $7,285-99.8% | $12,624-99.9% |