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 | $14,918 | $154,117-90.3% | $129,995-88.5% | $139,434-89.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 30.91% | 32.48%-1.6pp | -137.18%+168.1pp | 372.94%-342.0pp |
| Employer contribution / active EE | $1,357 | $5,289-74.4% | $4,320-68.6% | $4,751-71.4% |
| Participant deferral / active EE | $5,380 | $6,710-19.8% | $5,820-7.6% | $6,710-19.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |