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 4-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 | $21,580 | $105,181-79.5% | $159,436-86.5% | $85,850-74.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.8%-7.8pp | 69.3%+5.7pp |
| Annual return | 17.85% | 45.07%-27.2pp | 263.57%-245.7pp | 318.53%-300.7pp |
| Employer contribution / active EE | $2,104 | $3,318-36.6% | $4,829-56.4% | $2,565-18.0% |
| Participant deferral / active EE | $5,356 | $5,945-9.9% | $7,352-27.2% | $3,952+35.5% |
| Admin fee / account holder | $53 | $6,933-99.2% | $10,799-99.5% | $6,260-99.2% |