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 | $23,331 | $102,317-77.2% | $146,958-84.1% | $80,856-71.1% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 44.36% | 134.76%-90.4pp | 418.34%-374.0pp | 35.59%+8.8pp |
| Employer contribution / active EE | $1,459 | $3,713-60.7% | $4,933-70.4% | $2,755-47.1% |
| Participant deferral / active EE | $4,183 | $6,644-37.0% | $8,070-48.2% | $4,296-2.6% |
| Admin fee / account holder | $32 | $7,941-99.6% | $12,998-99.8% | $6,918-99.5% |