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 | $11,317 | $110,257-89.7% | $96,544-88.3% | $139,434-91.9% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 48.92% | 26.32%+22.6pp | 25.84%+23.1pp | 372.94%-324.0pp |
| Employer contribution / active EE | $1,353 | $3,620-62.6% | $2,965-54.4% | $4,751-71.5% |
| Participant deferral / active EE | $3,153 | $5,548-43.2% | $4,851-35.0% | $6,710-53.0% |
| Admin fee / account holder | $11 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |