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 | $8,912 | $65,409-86.4% | $98,442-90.9% | $85,850-89.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.86% | 21.76%-7.9pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,652 | $2,168+22.3% | $2,960-10.4% | $2,565+3.4% |
| Participant deferral / active EE | $1,268 | $3,166-59.9% | $4,276-70.3% | $3,952-67.9% |
| Admin fee / account holder | $180 | $4,593-96.1% | $5,949-97.0% | $6,260-97.1% |