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 5-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 | $8,469 | $82,664-89.8% | $125,339-93.2% | $68,494-87.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | 74.61% | -5.97%+80.6pp | 572.05%-497.4pp | -7.84%+82.5pp |
| Employer contribution / active EE | $5,642 | $3,381+66.9% | $4,814+17.2% | $2,596+117.3% |
| Participant deferral / active EE | $2,859 | $6,110-53.2% | $7,446-61.6% | $4,027-29.0% |
| Admin fee / account holder | $76 | $6,275-98.8% | $10,010-99.2% | $5,403-98.6% |