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 4-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 | $6,557 | $100,852-93.5% | $90,404-92.7% | $158,922-95.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 41.63% | 1724.20%-1682.6pp | 1293.02%-1251.4pp | 302.83%-261.2pp |
| Employer contribution / active EE | $903 | $3,689-75.5% | $3,262-72.3% | $4,761-81.0% |
| Participant deferral / active EE | $2,068 | $4,348-52.4% | $3,963-47.8% | $5,982-65.4% |
| Admin fee / account holder | $35 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |