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 | $11,298 | $73,933-84.7% | $96,683-88.3% | $75,163-85.0% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 16.38% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,220 | $2,928-58.3% | $3,737-67.3% | $2,670-54.3% |
| Participant deferral / active EE | $2,721 | $3,659-25.6% | $4,878-44.2% | $4,125-34.0% |
| Admin fee / account holder | $6 | $5,216-99.9% | $6,730-99.9% | $5,651-99.9% |