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 | $9,267 | $165,984-94.4% | $164,813-94.4% | $145,922-93.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.35% | 100.03%-86.7pp | 69.93%-56.6pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,202 | $5,273-77.2% | $4,341-72.3% | $4,660-74.2% |
| Participant deferral / active EE | $2,306 | $6,959-66.9% | $6,031-61.8% | $6,688-65.5% |
| Admin fee / account holder | $19 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |