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 | $13,511 | $133,922-89.9% | $116,228-88.4% | $142,382-90.5% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 18.74% | 147.76%-129.0pp | 90.06%-71.3pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,555 | $3,446-54.9% | $2,994-48.1% | $4,299-63.8% |
| Participant deferral / active EE | $1,912 | $5,672-66.3% | $4,953-61.4% | $6,507-70.6% |
| Admin fee / account holder | $101 | $14,945-99.3% | $11,989-99.2% | $12,624-99.2% |