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 | $6,640 | $105,998-93.7% | $92,233-92.8% | $147,584-95.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 41.94% | 50.05%-8.1pp | 176.28%-134.3pp | 578.55%-536.6pp |
| Employer contribution / active EE | $2,108 | $4,333-51.3% | $3,679-42.7% | $4,876-56.8% |
| Participant deferral / active EE | $2,315 | $4,478-48.3% | $3,897-40.6% | $5,439-57.4% |
| Admin fee / account holder | $12 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |