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 | $15,918 | $159,602-90.0% | $150,045-89.4% | $142,382-88.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 20.21% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,326 | $4,961-53.1% | $4,693-50.4% | $4,299-45.9% |
| Participant deferral / active EE | $2,515 | $8,310-69.7% | $7,997-68.5% | $6,507-61.3% |
| Admin fee / account holder | $172 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |