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 | $23,875 | $102,317-76.7% | $146,958-83.8% | $80,856-70.5% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 23.64% | 134.76%-111.1pp | 418.34%-394.7pp | 35.59%-12.0pp |
| Employer contribution / active EE | $3,108 | $3,713-16.3% | $4,933-37.0% | $2,755+12.8% |
| Participant deferral / active EE | $5,758 | $6,644-13.3% | $8,070-28.6% | $4,296+34.0% |
| Admin fee / account holder | $135 | $7,941-98.3% | $12,998-99.0% | $6,918-98.0% |