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 | $4,828 | $118,450-95.9% | $98,439-95.1% | $139,434-96.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.05% | 18.94%+4.1pp | 21.16%+1.9pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,535 | $3,609-57.5% | $3,048-49.6% | $4,751-67.7% |
| Participant deferral / active EE | $2,046 | $5,392-62.1% | $4,738-56.8% | $6,710-69.5% |
| Admin fee / account holder | $16 | $14,026-99.9% | $8,948-99.8% | $11,403-99.9% |