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 | $14,717 | $148,534-90.1% | $135,903-89.2% | $139,434-89.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 106.80% | 79.19%+27.6pp | 68.23%+38.6pp | 372.94%-266.1pp |
| Employer contribution / active EE | $2,118 | $5,243-59.6% | $4,856-56.4% | $4,751-55.4% |
| Participant deferral / active EE | $3,182 | $8,100-60.7% | $7,758-59.0% | $6,710-52.6% |
| Admin fee / account holder | $12 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |