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 7-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 | $12,022 | $175,202-93.1% | $149,673-92.0% | $139,434-91.4% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 19.61% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $3,273 | $5,474-40.2% | $4,818-32.1% | $4,751-31.1% |
| Participant deferral / active EE | $3,111 | $6,519-52.3% | $5,680-45.2% | $6,710-53.6% |
| Admin fee / account holder | $65 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |