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 3-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 | $5,689 | $180,749-96.9% | $160,784-96.5% | $137,256-95.9% |
| Participation rate | 70.6% | 80.0%-9.4pp | 77.0%-6.4pp | 80.0%-9.4pp |
| Annual return | 35.22% | 2234.46%-2199.2pp | 1803.92%-1768.7pp | 220.34%-185.1pp |
| Employer contribution / active EE | $904 | $4,155-78.3% | $3,733-75.8% | $4,156-78.3% |
| Participant deferral / active EE | $1,458 | $6,844-78.7% | $6,293-76.8% | $6,407-77.2% |
| Admin fee / account holder | $269 | $10,397-97.4% | $9,717-97.2% | $12,270-97.8% |