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 | $13,413 | $148,534-91.0% | $135,903-90.1% | $139,434-90.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 446.57% | 79.19%+367.4pp | 68.23%+378.3pp | 372.94%+73.6pp |
| Employer contribution / active EE | $1,935 | $5,243-63.1% | $4,856-60.1% | $4,751-59.3% |
| Participant deferral / active EE | $3,782 | $8,100-53.3% | $7,758-51.2% | $6,710-43.6% |
| Admin fee / account holder | $106 | $12,400-99.1% | $10,762-99.0% | $11,403-99.1% |