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 | $14,524 | $175,202-91.7% | $149,673-90.3% | $139,434-89.6% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 29.23% | 166.71%-137.5pp | 134.42%-105.2pp | 372.94%-343.7pp |
| Employer contribution / active EE | $2,015 | $5,474-63.2% | $4,818-58.2% | $4,751-57.6% |
| Participant deferral / active EE | $5,277 | $6,519-19.1% | $5,680-7.1% | $6,710-21.4% |
| Admin fee / account holder | $81 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |