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 | $11,283 | $108,919-89.6% | $100,391-88.8% | $145,922-92.3% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 17.33% | 57.88%-40.6pp | 49.20%-31.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,576 | $4,419-64.3% | $3,942-60.0% | $4,660-66.2% |
| Participant deferral / active EE | $4,427 | $8,445-47.6% | $8,082-45.2% | $6,688-33.8% |
| Admin fee / account holder | $11 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |