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 | $17,960 | $214,378-91.6% | $200,582-91.0% | $142,382-87.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 24.17% | 46.41%-22.2pp | 42.33%-18.2pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,480 | $6,841-78.4% | $6,419-76.9% | $4,299-65.6% |
| Participant deferral / active EE | $3,642 | $9,865-63.1% | $9,331-61.0% | $6,507-44.0% |
| Admin fee / account holder | $259 | $17,692-98.5% | $16,305-98.4% | $12,624-98.0% |