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 6-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 | $6,164 | $109,817-94.4% | $98,442-93.7% | $167,490-96.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 18.01% | 1956.69%-1938.7pp | 1492.73%-1474.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $807 | $3,224-75.0% | $2,960-72.7% | $4,837-83.3% |
| Participant deferral / active EE | $1,524 | $4,673-67.4% | $4,276-64.4% | $6,341-76.0% |
| Admin fee / account holder | $47 | $6,753-99.3% | $5,949-99.2% | $12,309-99.6% |