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 | $6,133 | $109,327-94.4% | $89,391-93.1% | $158,922-96.1% |
| Participation rate | 73.3% | 74.3%-0.9pp | 68.0%+5.4pp | 82.0%-8.6pp |
| Annual return | 30.09% | 345.68%-315.6pp | 245.62%-215.5pp | 302.83%-272.7pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,059 | $4,598-55.2% | $3,890-47.1% | $5,982-65.6% |
| Admin fee / account holder | $199 | $6,153-96.8% | $4,881-95.9% | $11,246-98.2% |