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 3-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 | $12,918 | $202,432-93.6% | $169,368-92.4% | $139,434-90.7% |
| Participation rate | 70.0% | 81.1%-11.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 281.14% | 531.74%-250.6pp | 405.60%-124.5pp | 372.94%-91.8pp |
| Employer contribution / active EE | $1,532 | $4,692-67.3% | $4,013-61.8% | $4,751-67.7% |
| Participant deferral / active EE | $4,160 | $6,938-40.0% | $6,221-33.1% | $6,710-38.0% |
| Admin fee / account holder | $10 | $10,708-99.9% | $9,003-99.9% | $11,403-99.9% |