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 | $10,029 | $154,117-93.5% | $129,995-92.3% | $139,434-92.8% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 56.90% | 32.48%+24.4pp | -137.18%+194.1pp | 372.94%-316.0pp |
| Employer contribution / active EE | $2,322 | $5,289-56.1% | $4,320-46.3% | $4,751-51.1% |
| Participant deferral / active EE | $5,186 | $6,710-22.7% | $5,820-10.9% | $6,710-22.7% |
| Admin fee / account holder | $58 | $14,007-99.6% | $10,614-99.5% | $11,403-99.5% |