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 | $7,321 | $109,817-93.3% | $98,442-92.6% | $167,490-95.6% |
| Participation rate | 81.0% | 75.8%+5.1pp | 73.3%+7.6pp | 82.1%-1.2pp |
| Annual return | 33.16% | 1956.69%-1923.5pp | 1492.73%-1459.6pp | 478.56%-445.4pp |
| Employer contribution / active EE | $210 | $3,224-93.5% | $2,960-92.9% | $4,837-95.7% |
| Participant deferral / active EE | $4,683 | $4,673+0.2% | $4,276+9.5% | $6,341-26.2% |
| Admin fee / account holder | $39 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |