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 | $8,904 | $148,534-94.0% | $135,903-93.4% | $139,434-93.6% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 32.21% | 79.19%-47.0pp | 68.23%-36.0pp | 372.94%-340.7pp |
| Employer contribution / active EE | $1,607 | $5,243-69.4% | $4,856-66.9% | $4,751-66.2% |
| Participant deferral / active EE | $3,558 | $8,100-56.1% | $7,758-54.1% | $6,710-47.0% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |