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 | $12,186 | $175,202-93.0% | $149,673-91.9% | $139,434-91.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 23.57% | 166.71%-143.1pp | 134.42%-110.9pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,818 | $5,474-66.8% | $4,818-62.3% | $4,751-61.7% |
| Participant deferral / active EE | $2,326 | $6,519-64.3% | $5,680-59.0% | $6,710-65.3% |
| Admin fee / account holder | $14 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |