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 | $5,006 | $148,534-96.6% | $135,903-96.3% | $139,434-96.4% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 32.94% | 79.19%-46.3pp | 68.23%-35.3pp | 372.94%-340.0pp |
| Employer contribution / active EE | $1,452 | $5,243-72.3% | $4,856-70.1% | $4,751-69.4% |
| Participant deferral / active EE | $3,440 | $8,100-57.5% | $7,758-55.7% | $6,710-48.7% |
| Admin fee / account holder | $130 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |