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 | $10,685 | $175,202-93.9% | $149,673-92.9% | $139,434-92.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 31.41% | 166.71%-135.3pp | 134.42%-103.0pp | 372.94%-341.5pp |
| Employer contribution / active EE | $1,326 | $5,474-75.8% | $4,818-72.5% | $4,751-72.1% |
| Participant deferral / active EE | $2,973 | $6,519-54.4% | $5,680-47.7% | $6,710-55.7% |
| Admin fee / account holder | $49 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |