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 | $13,588 | $83,902-83.8% | $167,512-91.9% | $84,808-84.0% |
| Participation rate | 80.0% | 66.5%+13.5pp | 77.1%+2.9pp | 68.3%+11.7pp |
| Annual return | 21.30% | 91.55%-70.3pp | 1615.79%-1594.5pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,482 | $2,264-34.5% | $3,882-61.8% | $2,631-43.7% |
| Participant deferral / active EE | $1,811 | $4,442-59.2% | $6,405-71.7% | $4,212-57.0% |
| Admin fee / account holder | $84 | $7,915-98.9% | $9,769-99.1% | $7,344-98.9% |