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 10-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 | $19,296 | $113,339-83.0% | $94,993-79.7% | $147,584-86.9% |
| Participation rate | 72.7% | 78.0%-5.2pp | 73.9%-1.2pp | 82.8%-10.1pp |
| Annual return | 156.73% | 20.77%+136.0pp | 27.12%+129.6pp | 578.55%-421.8pp |
| Employer contribution / active EE | $4,545 | $3,160+43.8% | $2,603+74.6% | $4,876-6.8% |
| Participant deferral / active EE | $1,430 | $3,777-62.1% | $3,317-56.9% | $5,439-73.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |