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 | $11,365 | $159,602-92.9% | $150,045-92.4% | $142,382-92.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.77% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,811 | $4,961-63.5% | $4,693-61.4% | $4,299-57.9% |
| Participant deferral / active EE | $2,540 | $8,310-69.4% | $7,997-68.2% | $6,507-61.0% |
| Admin fee / account holder | $34 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |