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 | $16,559 | $154,117-89.3% | $129,995-87.3% | $139,434-88.1% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.5%-7.9pp | 80.3%-9.7pp |
| Annual return | 32.10% | 32.48%-0.4pp | -137.18%+169.3pp | 372.94%-340.8pp |
| Employer contribution / active EE | $4,205 | $5,289-20.5% | $4,320-2.6% | $4,751-11.5% |
| Participant deferral / active EE | $4,447 | $6,710-33.7% | $5,820-23.6% | $6,710-33.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |