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 | $5,792 | $100,773-94.3% | $88,946-93.5% | $142,382-95.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.66% | 70.18%-49.5pp | 57.82%-37.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,433 | $2,918-16.6% | $2,555-4.8% | $4,299-43.4% |
| Participant deferral / active EE | $1,567 | $5,230-70.0% | $4,581-65.8% | $6,507-75.9% |
| Admin fee / account holder | $118 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |