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 | $5,712 | $102,604-94.4% | $86,188-93.4% | $139,434-95.9% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 56.42% | 1922.51%-1866.1pp | 1168.45%-1112.0pp | 372.94%-316.5pp |
| Employer contribution / active EE | $888 | $3,032-70.7% | $2,380-62.7% | $4,751-81.3% |
| Participant deferral / active EE | $4,308 | $4,676-7.9% | $3,985+8.1% | $6,710-35.8% |
| Admin fee / account holder | $223 | $8,657-97.4% | $6,852-96.7% | $11,403-98.0% |