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 | $18,585 | $176,662-89.5% | $130,648-85.8% | $152,861-87.8% |
| Participation rate | 94.4% | 79.0%+15.5pp | 71.7%+22.7pp | 82.4%+12.0pp |
| Annual return | 17.73% | 2692.24%-2674.5pp | 1708.96%-1691.2pp | 345.32%-327.6pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,782 | $4,361-13.3% | $3,603+5.0% | $5,850-35.4% |
| Admin fee / account holder | $1 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |