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 7-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 | $6,345 | $109,327-94.2% | $89,391-92.9% | $158,922-96.0% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 17.35% | 345.68%-328.3pp | 245.62%-228.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $278 | $3,170-91.2% | $2,586-89.2% | $4,761-94.2% |
| Participant deferral / active EE | $1,295 | $4,598-71.8% | $3,890-66.7% | $5,982-78.4% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |