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 | $6,569 | $144,119-95.4% | $117,854-94.4% | $147,584-95.5% |
| Participation rate | 73.7% | 83.4%-9.7pp | 79.7%-6.0pp | 82.8%-9.1pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,467 | $4,896-70.0% | $3,786-61.3% | $4,876-69.9% |
| Participant deferral / active EE | $3,031 | $5,316-43.0% | $4,482-32.4% | $5,439-44.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |