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 | $7,956 | $172,111-95.4% | $150,298-94.7% | $137,256-94.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 17.82% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $886 | $4,636-80.9% | $4,154-78.7% | $4,156-78.7% |
| Participant deferral / active EE | $2,995 | $6,166-51.4% | $5,453-45.1% | $6,407-53.3% |
| Admin fee / account holder | $73 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |