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 | $12,996 | $175,202-92.6% | $149,673-91.3% | $139,434-90.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 26.45% | 166.71%-140.3pp | 134.42%-108.0pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,656 | $5,474-69.7% | $4,818-65.6% | $4,751-65.1% |
| Participant deferral / active EE | $6,221 | $6,519-4.6% | $5,680+9.5% | $6,710-7.3% |
| Admin fee / account holder | $111 | $16,150-99.3% | $13,210-99.2% | $11,403-99.0% |