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 8-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 | $5,698 | $96,484-94.1% | $75,886-92.5% | $152,861-96.3% |
| Participation rate | 73.3% | 76.2%-2.9pp | 69.3%+4.1pp | 82.4%-9.1pp |
| Annual return | 13.82% | 33.98%-20.2pp | 30.76%-16.9pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,699 | $3,309-48.7% | $2,500-32.1% | $4,762-64.3% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |