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 | $14,121 | $183,592-92.3% | $155,567-90.9% | $145,959-90.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.25% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,720 | $5,315-67.6% | $4,674-63.2% | $4,661-63.1% |
| Participant deferral / active EE | $2,113 | $6,464-67.3% | $5,628-62.5% | $6,689-68.4% |
| Admin fee / account holder | $23 | $19,318-99.9% | $15,916-99.9% | $13,398-99.8% |