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 | $7,593 | $105,126-92.8% | $94,646-92.0% | $139,434-94.6% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 50.82% | 38.03%+12.8pp | 156.71%-105.9pp | 372.94%-322.1pp |
| Employer contribution / active EE | $1,967 | $4,106-52.1% | $3,672-46.4% | $4,751-58.6% |
| Participant deferral / active EE | $2,606 | $7,599-65.7% | $7,418-64.9% | $6,710-61.2% |
| Admin fee / account holder | $116 | $8,984-98.7% | $7,231-98.4% | $11,403-99.0% |