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 | $9,569 | $106,515-91.0% | $96,683-90.1% | $139,434-93.1% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 31.00% | 38.43%-7.4pp | 35.69%-4.7pp | 372.94%-341.9pp |
| Employer contribution / active EE | $2,081 | $4,103-49.3% | $3,737-44.3% | $4,751-56.2% |
| Participant deferral / active EE | $2,081 | $5,454-61.9% | $4,878-57.3% | $6,710-69.0% |
| Admin fee / account holder | $80 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |