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 5-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 | $18,833 | $56,199-66.5% | $67,652-72.2% | $59,632-68.4% |
| Participation rate | 89.2% | 71.5%+17.7pp | 75.7%+13.5pp | 68.7%+20.5pp |
| Annual return | 126.19% | 18505.31%-18379.1pp | 6625.04%-6498.9pp | 2041.28%-1915.1pp |
| Employer contribution / active EE | $352 | $1,614-78.2% | $2,266-84.5% | $2,203-84.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $274 | $3,958-93.1% | $4,821-94.3% | $4,297-93.6% |