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 | $5,982 | $159,901-96.3% | $146,958-95.9% | $145,922-95.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 58.60% | 98.13%-39.5pp | 418.34%-359.7pp | 561.29%-502.7pp |
| Employer contribution / active EE | $1,092 | $5,286-79.3% | $4,933-77.9% | $4,660-76.6% |
| Participant deferral / active EE | $4,655 | $8,428-44.8% | $8,070-42.3% | $6,688-30.4% |
| Admin fee / account holder | $7 | $15,044-100.0% | $12,998-99.9% | $13,397-99.9% |