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 | $14,424 | $148,534-90.3% | $135,903-89.4% | $139,434-89.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 28.72% | 79.19%-50.5pp | 68.23%-39.5pp | 372.94%-344.2pp |
| Employer contribution / active EE | $4,208 | $5,243-19.7% | $4,856-13.3% | $4,751-11.4% |
| Participant deferral / active EE | $5,705 | $8,100-29.6% | $7,758-26.5% | $6,710-15.0% |
| Admin fee / account holder | $22 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |