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 10-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 | $4,684 | $69,515-93.3% | $86,874-94.6% | $85,850-94.5% |
| Participation rate | 80.0% | 66.3%+13.7pp | 71.6%+8.4pp | 69.3%+10.7pp |
| Annual return | 138.40% | 20.12%+118.3pp | 63.52%+74.9pp | 318.53%-180.1pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,972-100.0% | $5,828-100.0% | $6,260-100.0% |