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 | $9,866 | $175,202-94.4% | $149,673-93.4% | $139,434-92.9% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 34.31% | 166.71%-132.4pp | 134.42%-100.1pp | 372.94%-338.6pp |
| Employer contribution / active EE | $1,342 | $5,474-75.5% | $4,818-72.1% | $4,751-71.8% |
| Participant deferral / active EE | $3,041 | $6,519-53.4% | $5,680-46.5% | $6,710-54.7% |
| Admin fee / account holder | $64 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |