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 | $15,677 | $150,187-89.6% | $120,354-87.0% | $145,922-89.3% |
| Participation rate | 90.9% | 78.8%+12.2pp | 71.9%+19.0pp | 80.3%+10.6pp |
| Annual return | 18.41% | 154.07%-135.7pp | 107.15%-88.7pp | 561.29%-542.9pp |
| Employer contribution / active EE | $3,058 | $4,348-29.7% | $3,463-11.7% | $4,660-34.4% |
| Participant deferral / active EE | $4,391 | $6,173-28.9% | $4,991-12.0% | $6,688-34.3% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |