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 | $14,673 | $66,402-77.9% | $109,895-86.6% | $85,850-82.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 226.53% | 19.59%+206.9pp | 29.45%+197.1pp | 318.53%-92.0pp |
| Employer contribution / active EE | $3,066 | $1,687+81.7% | $2,842+7.9% | $2,565+19.5% |
| Participant deferral / active EE | $2,357 | $2,842-17.1% | $4,048-41.8% | $3,952-40.4% |
| Admin fee / account holder | $38 | $4,557-99.2% | $6,066-99.4% | $6,260-99.4% |