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 | $10,133 | $148,534-93.2% | $135,903-92.5% | $139,434-92.7% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 40.50% | 79.19%-38.7pp | 68.23%-27.7pp | 372.94%-332.4pp |
| Employer contribution / active EE | $2,473 | $5,243-52.8% | $4,856-49.1% | $4,751-47.9% |
| Participant deferral / active EE | $3,385 | $8,100-58.2% | $7,758-56.4% | $6,710-49.6% |
| Admin fee / account holder | $32 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |