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 9-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 | $1,588 | $447,575-99.6% | $442,758-99.6% | $581,964-99.7% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.0%+15.0pp | 87.9%+12.1pp |
| Annual return | 0.28% | 60.52%-60.2pp | 57.90%-57.6pp | 19.66%-19.4pp |
| Employer contribution / active EE | $0 | $19,373-100.0% | $20,141-100.0% | $21,011-100.0% |
| Participant deferral / active EE | $0 | $16,986-100.0% | $16,285-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $9,225-100.0% | $9,773-100.0% | $49,887-100.0% |