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 | $3,341 | $106,515-96.9% | $96,683-96.5% | $139,434-97.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 27.79% | 38.43%-10.6pp | 35.69%-7.9pp | 372.94%-345.2pp |
| Employer contribution / active EE | $1,944 | $4,103-52.6% | $3,737-48.0% | $4,751-59.1% |
| Participant deferral / active EE | $1,980 | $5,454-63.7% | $4,878-59.4% | $6,710-70.5% |
| Admin fee / account holder | $284 | $7,877-96.4% | $6,730-95.8% | $11,403-97.5% |