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 4-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 | $6,739 | $111,754-94.0% | $103,333-93.5% | $145,922-95.4% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 13.72% | 24.77%-11.0pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,754 | $4,212-58.4% | $3,868-54.6% | $4,660-62.3% |
| Participant deferral / active EE | $3,087 | $5,619-45.1% | $5,057-39.0% | $6,688-53.8% |
| Admin fee / account holder | $234 | $9,750-97.6% | $8,355-97.2% | $13,397-98.3% |