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 | $14,613 | $159,901-90.9% | $146,958-90.1% | $145,922-90.0% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 18.17% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,747 | $5,286-67.0% | $4,933-64.6% | $4,660-62.5% |
| Participant deferral / active EE | $3,510 | $8,428-58.4% | $8,070-56.5% | $6,688-47.5% |
| Admin fee / account holder | $104 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |