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 | $15,973 | $179,726-91.1% | $156,263-89.8% | $142,382-88.8% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.9%+16.7pp | 80.1%+15.5pp |
| Annual return | 22.90% | 77.86%-55.0pp | 59.47%-36.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,802 | $5,069-64.4% | $4,333-58.4% | $4,299-58.1% |
| Participant deferral / active EE | $3,058 | $6,956-56.0% | $6,158-50.3% | $6,507-53.0% |
| Admin fee / account holder | $100 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |