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 | $14,517 | $126,574-88.5% | $106,213-86.3% | $145,922-90.1% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 16.53% | 224.79%-208.3pp | 116.14%-99.6pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,443 | $3,730-61.3% | $3,171-54.5% | $4,660-69.0% |
| Participant deferral / active EE | $2,396 | $5,724-58.1% | $5,016-52.2% | $6,688-64.2% |
| Admin fee / account holder | $117 | $17,304-99.3% | $11,033-98.9% | $13,397-99.1% |