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 | $12,871 | $148,534-91.3% | $135,903-90.5% | $139,434-90.8% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 48.56% | 79.19%-30.6pp | 68.23%-19.7pp | 372.94%-324.4pp |
| Employer contribution / active EE | $1,982 | $5,243-62.2% | $4,856-59.2% | $4,751-58.3% |
| Participant deferral / active EE | $5,598 | $8,100-30.9% | $7,758-27.8% | $6,710-16.6% |
| Admin fee / account holder | $201 | $12,400-98.4% | $10,762-98.1% | $11,403-98.2% |