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 | $7,345 | $106,515-93.1% | $96,683-92.4% | $139,434-94.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 64.98% | 38.43%+26.6pp | 35.69%+29.3pp | 372.94%-308.0pp |
| Employer contribution / active EE | $1,114 | $4,103-72.9% | $3,737-70.2% | $4,751-76.6% |
| Participant deferral / active EE | $3,953 | $5,454-27.5% | $4,878-19.0% | $6,710-41.1% |
| Admin fee / account holder | $3 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |