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 | $10,335 | $154,117-93.3% | $129,995-92.0% | $139,434-92.6% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.5%-1.6pp | 80.3%-3.4pp |
| Annual return | 92.03% | 32.48%+59.6pp | -137.18%+229.2pp | 372.94%-280.9pp |
| Employer contribution / active EE | $1,717 | $5,289-67.5% | $4,320-60.3% | $4,751-63.9% |
| Participant deferral / active EE | $5,462 | $6,710-18.6% | $5,820-6.2% | $6,710-18.6% |
| Admin fee / account holder | $265 | $14,007-98.1% | $10,614-97.5% | $11,403-97.7% |