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 | $9,446 | $154,117-93.9% | $129,995-92.7% | $139,434-93.2% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 49.81% | 32.48%+17.3pp | -137.18%+187.0pp | 372.94%-323.1pp |
| Employer contribution / active EE | $2,901 | $5,289-45.2% | $4,320-32.8% | $4,751-38.9% |
| Participant deferral / active EE | $4,248 | $6,710-36.7% | $5,820-27.0% | $6,710-36.7% |
| Admin fee / account holder | $22 | $14,007-99.8% | $10,614-99.8% | $11,403-99.8% |