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 4-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 | $19,148 | $154,117-87.6% | $129,995-85.3% | $139,434-86.3% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 20.93% | 32.48%-11.5pp | -137.18%+158.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,186 | $5,289-58.7% | $4,320-49.4% | $4,751-54.0% |
| Participant deferral / active EE | $5,791 | $6,710-13.7% | $5,820-0.5% | $6,710-13.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |