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 | $5,631 | $115,770-95.1% | $101,248-94.4% | $158,922-96.5% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 117.16% | 56.14%+61.0pp | 46.47%+70.7pp | 302.83%-185.7pp |
| Employer contribution / active EE | $1,431 | $4,175-65.7% | $3,660-60.9% | $4,761-70.0% |
| Participant deferral / active EE | $2,636 | $4,957-46.8% | $4,370-39.7% | $5,982-55.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |