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 10-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 | $5,468 | $105,998-94.8% | $92,233-94.1% | $147,584-96.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 30.89% | 50.05%-19.2pp | 176.28%-145.4pp | 578.55%-547.7pp |
| Employer contribution / active EE | $2,110 | $4,333-51.3% | $3,679-42.7% | $4,876-56.7% |
| Participant deferral / active EE | $2,013 | $4,478-55.1% | $3,897-48.3% | $5,439-63.0% |
| Admin fee / account holder | $287 | $6,332-95.5% | $5,194-94.5% | $10,885-97.4% |