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 | $12,737 | $185,822-93.1% | $169,993-92.5% | $139,434-90.9% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 37.84% | 60.50%-22.7pp | 53.37%-15.5pp | 372.94%-335.1pp |
| Employer contribution / active EE | $1,637 | $7,590-78.4% | $6,785-75.9% | $4,751-65.5% |
| Participant deferral / active EE | $4,243 | $11,622-63.5% | $10,408-59.2% | $6,710-36.8% |
| Admin fee / account holder | $42 | $15,381-99.7% | $12,815-99.7% | $11,403-99.6% |