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 | $3,424 | $95,266-96.4% | $82,389-95.8% | $142,382-97.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 20.80% | 25.74%-4.9pp | 28.67%-7.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,224 | $2,991-59.1% | $2,517-51.4% | $4,299-71.5% |
| Participant deferral / active EE | $1,345 | $4,809-72.0% | $4,155-67.6% | $6,507-79.3% |
| Admin fee / account holder | $88 | $8,563-99.0% | $7,231-98.8% | $12,624-99.3% |