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 | $9,782 | $93,571-89.5% | $135,903-92.8% | $75,163-87.0% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 33.10% | 30.90%+2.2pp | 68.23%-35.1pp | 160.62%-127.5pp |
| Employer contribution / active EE | $1,809 | $3,537-48.8% | $4,856-62.7% | $2,670-32.2% |
| Participant deferral / active EE | $4,305 | $6,404-32.8% | $7,758-44.5% | $4,125+4.4% |
| Admin fee / account holder | $222 | $6,975-96.8% | $10,762-97.9% | $5,651-96.1% |