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 | $10,080 | $111,754-91.0% | $103,333-90.2% | $145,922-93.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.93% | 24.77%-2.8pp | 24.88%-2.9pp | 561.29%-539.4pp |
| Employer contribution / active EE | $1,799 | $4,212-57.3% | $3,868-53.5% | $4,660-61.4% |
| Participant deferral / active EE | $1,813 | $5,619-67.7% | $5,057-64.2% | $6,688-72.9% |
| Admin fee / account holder | $149 | $9,750-98.5% | $8,355-98.2% | $13,397-98.9% |