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 | $13,437 | $58,694-77.1% | $142,863-90.6% | $85,850-84.3% |
| Participation rate | 84.6% | 58.5%+26.1pp | 71.9%+12.7pp | 69.3%+15.3pp |
| Annual return | 21.01% | 27.72%-6.7pp | 5637.54%-5616.5pp | 318.53%-297.5pp |
| Employer contribution / active EE | $3,417 | $1,423+140.2% | $4,144-17.5% | $2,565+33.2% |
| Participant deferral / active EE | $5,727 | $2,607+119.7% | $3,837+49.3% | $3,952+44.9% |
| Admin fee / account holder | $269 | $4,239-93.7% | $6,560-95.9% | $6,260-95.7% |