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 | $9,678 | $111,754-91.3% | $103,333-90.6% | $145,922-93.4% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 13.83% | 24.77%-10.9pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,497 | $4,212-64.5% | $3,868-61.3% | $4,660-67.9% |
| Participant deferral / active EE | $1,725 | $5,619-69.3% | $5,057-65.9% | $6,688-74.2% |
| Admin fee / account holder | $24 | $9,750-99.8% | $8,355-99.7% | $13,397-99.8% |