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 | $3,384 | $111,754-97.0% | $103,333-96.7% | $145,922-97.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 30.82% | 24.77%+6.0pp | 24.88%+5.9pp | 561.29%-530.5pp |
| Employer contribution / active EE | $1,310 | $4,212-68.9% | $3,868-66.1% | $4,660-71.9% |
| Participant deferral / active EE | $1,783 | $5,619-68.3% | $5,057-64.7% | $6,688-73.3% |
| Admin fee / account holder | $81 | $9,750-99.2% | $8,355-99.0% | $13,397-99.4% |