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 | $7,375 | $100,970-92.7% | $96,576-92.4% | $137,256-94.6% |
| Participation rate | 86.7% | 82.6%+4.1pp | 81.4%+5.2pp | 80.0%+6.7pp |
| Annual return | 20.01% | 38.16%-18.1pp | 38.47%-18.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $79 | $3,809-97.9% | $3,553-97.8% | $4,156-98.1% |
| Participant deferral / active EE | $3,786 | $8,286-54.3% | $7,956-52.4% | $6,407-40.9% |
| Admin fee / account holder | $226 | $11,312-98.0% | $11,381-98.0% | $12,270-98.2% |