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 | $4,315 | $148,534-97.1% | $135,903-96.8% | $139,434-96.9% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 52.10% | 79.19%-27.1pp | 68.23%-16.1pp | 372.94%-320.8pp |
| Employer contribution / active EE | $1,565 | $5,243-70.1% | $4,856-67.8% | $4,751-67.0% |
| Participant deferral / active EE | $3,131 | $8,100-61.3% | $7,758-59.6% | $6,710-53.3% |
| Admin fee / account holder | $26 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |