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 | $9,965 | $177,572-94.4% | $154,803-93.6% | $142,382-93.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.48% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,694 | $4,810-64.8% | $4,305-60.7% | $4,299-60.6% |
| Participant deferral / active EE | $3,712 | $6,272-40.8% | $5,540-33.0% | $6,507-42.9% |
| Admin fee / account holder | $275 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |