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 | $16,966 | $91,538-81.5% | $129,995-86.9% | $75,163-77.4% |
| Participation rate | 73.6% | 71.4%+2.1pp | 78.5%-4.9pp | 67.2%+6.4pp |
| Annual return | 58.71% | -631.11%+689.8pp | -137.18%+195.9pp | 160.62%-101.9pp |
| Employer contribution / active EE | $1,261 | $2,845-55.7% | $4,320-70.8% | $2,670-52.8% |
| Participant deferral / active EE | $2,865 | $4,341-34.0% | $5,820-50.8% | $4,125-30.5% |
| Admin fee / account holder | $193 | $6,790-97.2% | $10,614-98.2% | $5,651-96.6% |