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 | $9,641 | $140,940-93.2% | $112,229-91.4% | $139,434-93.1% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 46.44% | 32.71%+13.7pp | 30.20%+16.2pp | 372.94%-326.5pp |
| Employer contribution / active EE | $1,330 | $4,283-69.0% | $3,430-61.2% | $4,751-72.0% |
| Participant deferral / active EE | $4,142 | $5,874-29.5% | $4,798-13.7% | $6,710-38.3% |
| Admin fee / account holder | $256 | $9,954-97.4% | $7,748-96.7% | $11,403-97.8% |