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 | $116,167-96.4% | $64,489-93.5% | $137,256-96.9% |
| Participation rate | 95.7% | 68.2%+27.5pp | 67.7%+28.0pp | 80.0%+15.7pp |
| Annual return | 40.51% | 36.55%+4.0pp | 55.03%-14.5pp | 220.34%-179.8pp |
| Employer contribution / active EE | $1,963 | $2,483-20.9% | $1,523+28.9% | $4,156-52.8% |
| Participant deferral / active EE | $829 | $4,215-80.3% | $2,778-70.2% | $6,407-87.1% |
| Admin fee / account holder | $259 | $6,188-95.8% | $4,260-93.9% | $12,270-97.9% |