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 3-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 | $12,211 | $183,519-93.3% | $155,509-92.1% | $145,922-91.6% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 15.61% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,201 | $5,313-58.6% | $4,672-52.9% | $4,660-52.8% |
| Participant deferral / active EE | $4,001 | $6,462-38.1% | $5,626-28.9% | $6,688-40.2% |
| Admin fee / account holder | $194 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |