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 6-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 | $5,985 | $190,805-96.9% | $159,960-96.3% | $134,475-95.5% |
| Participation rate | 70.0% | 81.9%-11.9pp | 78.0%-8.0pp | 81.2%-11.2pp |
| Annual return | -19.35% | 552.23%-571.6pp | 408.60%-428.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $957 | $4,995-80.8% | $4,226-77.3% | $4,740-79.8% |
| Participant deferral / active EE | $4,161 | $6,923-39.9% | $6,182-32.7% | $6,400-35.0% |
| Admin fee / account holder | $269 | $10,471-97.4% | $8,698-96.9% | $11,426-97.6% |