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 | $16,388 | $185,822-91.2% | $169,993-90.4% | $139,434-88.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 21.57% | 60.50%-38.9pp | 53.37%-31.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,202 | $7,590-71.0% | $6,785-67.5% | $4,751-53.6% |
| Participant deferral / active EE | $3,556 | $11,622-69.4% | $10,408-65.8% | $6,710-47.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |