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 | $15,593 | $175,202-91.1% | $149,673-89.6% | $139,434-88.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 37.29% | 166.71%-129.4pp | 134.42%-97.1pp | 372.94%-335.7pp |
| Employer contribution / active EE | $5,459 | $5,474-0.3% | $4,818+13.3% | $4,751+14.9% |
| Participant deferral / active EE | $4,441 | $6,519-31.9% | $5,680-21.8% | $6,710-33.8% |
| Admin fee / account holder | $49 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |