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 | $11,640 | $83,902-86.1% | $167,512-93.1% | $84,808-86.3% |
| Participation rate | 85.7% | 66.5%+19.2pp | 77.1%+8.7pp | 68.3%+17.4pp |
| Annual return | 21.94% | 91.55%-69.6pp | 1615.79%-1593.9pp | 40.90%-19.0pp |
| Employer contribution / active EE | $2,254 | $2,264-0.4% | $3,882-41.9% | $2,631-14.3% |
| Participant deferral / active EE | $3,555 | $4,442-20.0% | $6,405-44.5% | $4,212-15.6% |
| Admin fee / account holder | $4 | $7,915-100.0% | $9,769-100.0% | $7,344-100.0% |