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 6-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 | $13,049 | $124,319-89.5% | $111,297-88.3% | $167,490-92.2% |
| Participation rate | 76.9% | 79.6%-2.7pp | 77.3%-0.4pp | 82.1%-5.2pp |
| Annual return | 16.90% | 37.44%-20.5pp | 54.65%-37.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,316 | $3,435-32.6% | $2,731-15.2% | $4,837-52.1% |
| Participant deferral / active EE | $3,802 | $5,180-26.6% | $4,487-15.3% | $6,341-40.0% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |