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 | $2,967 | $175,202-98.3% | $149,673-98.0% | $139,434-97.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 34.33% | 166.71%-132.4pp | 134.42%-100.1pp | 372.94%-338.6pp |
| Employer contribution / active EE | $1,790 | $5,474-67.3% | $4,818-62.9% | $4,751-62.3% |
| Participant deferral / active EE | $2,227 | $6,519-65.8% | $5,680-60.8% | $6,710-66.8% |
| Admin fee / account holder | $271 | $16,150-98.3% | $13,210-97.9% | $11,403-97.6% |