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 | $8,481 | $148,534-94.3% | $135,903-93.8% | $139,434-93.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 33.74% | 79.19%-45.5pp | 68.23%-34.5pp | 372.94%-339.2pp |
| Employer contribution / active EE | $3,661 | $5,243-30.2% | $4,856-24.6% | $4,751-22.9% |
| Participant deferral / active EE | $3,563 | $8,100-56.0% | $7,758-54.1% | $6,710-46.9% |
| Admin fee / account holder | $70 | $12,400-99.4% | $10,762-99.4% | $11,403-99.4% |