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 | $8,687 | $111,754-92.2% | $103,333-91.6% | $145,922-94.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 28.49% | 24.77%+3.7pp | 24.88%+3.6pp | 561.29%-532.8pp |
| Employer contribution / active EE | $1,973 | $4,212-53.2% | $3,868-49.0% | $4,660-57.6% |
| Participant deferral / active EE | $3,668 | $5,619-34.7% | $5,057-27.5% | $6,688-45.2% |
| Admin fee / account holder | $19 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |