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 3-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 | $4,221 | $118,427-96.4% | $66,042-93.6% | $142,382-97.0% |
| Participation rate | 95.7% | 68.1%+27.5pp | 67.5%+28.1pp | 80.1%+15.5pp |
| Annual return | 40.51% | 35.57%+4.9pp | 52.11%-11.6pp | 217.08%-176.6pp |
| Employer contribution / active EE | $1,963 | $2,570-23.6% | $1,579+24.3% | $4,299-54.3% |
| Participant deferral / active EE | $829 | $4,311-80.8% | $2,835-70.8% | $6,507-87.3% |
| Admin fee / account holder | $259 | $9,593-97.3% | $5,747-95.5% | $12,624-97.9% |