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 3-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 | $9,753 | $58,828-83.4% | $77,999-87.5% | $62,891-84.5% |
| Participation rate | 89.9% | 71.1%+18.8pp | 75.5%+14.4pp | 69.3%+20.6pp |
| Annual return | 47.59% | 17.16%+30.4pp | 425.96%-378.4pp | 20.14%+27.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |