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 6-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 | $10,255 | $115,770-91.1% | $101,248-89.9% | $158,922-93.5% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 102.82% | 56.14%+46.7pp | 46.47%+56.3pp | 302.83%-200.0pp |
| Employer contribution / active EE | $2,238 | $4,175-46.4% | $3,660-38.8% | $4,761-53.0% |
| Participant deferral / active EE | $3,805 | $4,957-23.2% | $4,370-12.9% | $5,982-36.4% |
| Admin fee / account holder | $242 | $7,245-96.7% | $5,945-95.9% | $11,246-97.8% |