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 | $6,456 | $232,540-97.2% | $185,117-96.5% | $147,584-95.6% |
| Participation rate | 72.7% | 82.4%-9.6pp | 77.3%-4.5pp | 82.8%-10.1pp |
| Annual return | 20.97% | 43.03%-22.1pp | 40.50%-19.5pp | 578.55%-557.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,047 | $5,834-82.1% | $5,045-79.3% | $5,439-80.8% |
| Admin fee / account holder | $123 | $10,275-98.8% | $8,159-98.5% | $10,885-98.9% |