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 | $12,832 | $80,968-84.2% | $96,544-86.7% | $75,163-82.9% |
| Participation rate | 97.2% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.0pp |
| Annual return | 23.27% | 27.06%-3.8pp | 25.84%-2.6pp | 160.62%-137.3pp |
| Employer contribution / active EE | $4,710 | $2,282+106.4% | $2,965+58.9% | $2,670+76.4% |
| Participant deferral / active EE | $4,390 | $3,928+11.8% | $4,851-9.5% | $4,125+6.4% |
| Admin fee / account holder | $45 | $6,724-99.3% | $8,252-99.5% | $5,651-99.2% |