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 | $8,689 | $110,257-92.1% | $96,544-91.0% | $139,434-93.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 79.03% | 26.32%+52.7pp | 25.84%+53.2pp | 372.94%-293.9pp |
| Employer contribution / active EE | $2,482 | $3,620-31.4% | $2,965-16.3% | $4,751-47.8% |
| Participant deferral / active EE | $3,391 | $5,548-38.9% | $4,851-30.1% | $6,710-49.5% |
| Admin fee / account holder | $189 | $11,591-98.4% | $8,252-97.7% | $11,403-98.3% |