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 | $7,588 | $175,202-95.7% | $149,673-94.9% | $139,434-94.6% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 30.19% | 166.71%-136.5pp | 134.42%-104.2pp | 372.94%-342.7pp |
| Employer contribution / active EE | $1,853 | $5,474-66.2% | $4,818-61.5% | $4,751-61.0% |
| Participant deferral / active EE | $2,773 | $6,519-57.5% | $5,680-51.2% | $6,710-58.7% |
| Admin fee / account holder | $249 | $16,150-98.5% | $13,210-98.1% | $11,403-97.8% |