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 | $1,324 | $115,708-98.9% | $65,255-98.0% | $139,434-99.1% |
| Participation rate | 0.0% | 67.8%-67.8pp | 65.0%-65.0pp | 80.3%-80.3pp |
| Annual return | 11.89% | 31.19%-19.3pp | 47.35%-35.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,831-100.0% | $6,710-100.0% |
| Admin fee / account holder | $50 | $6,698-99.3% | $4,112-98.8% | $11,403-99.6% |