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 7-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 | $6,344 | $173,340-96.3% | $136,007-95.3% | $145,959-95.7% |
| Participation rate | 0.0% | 80.5%-80.5pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 13.38% | 1163.32%-1149.9pp | 579.32%-565.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,215-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $8,699-100.0% | $7,024-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,398-100.0% |