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 3-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 | $14,229 | $210,648-93.2% | $177,989-92.0% | $145,922-90.2% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 41.50% | 385.86%-344.4pp | 294.48%-253.0pp | 561.29%-519.8pp |
| Employer contribution / active EE | $1,977 | $4,565-56.7% | $3,949-49.9% | $4,660-57.6% |
| Participant deferral / active EE | $5,797 | $6,958-16.7% | $6,276-7.6% | $6,688-13.3% |
| Admin fee / account holder | $290 | $12,013-97.6% | $10,363-97.2% | $13,397-97.8% |