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 | $17,576 | $185,822-90.5% | $169,993-89.7% | $139,434-87.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 27.76% | 60.50%-32.7pp | 53.37%-25.6pp | 372.94%-345.2pp |
| Employer contribution / active EE | $1,637 | $7,590-78.4% | $6,785-75.9% | $4,751-65.5% |
| Participant deferral / active EE | $5,732 | $11,622-50.7% | $10,408-44.9% | $6,710-14.6% |
| Admin fee / account holder | $93 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |