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 | $11,803 | $73,933-84.0% | $96,683-87.8% | $75,163-84.3% |
| Participation rate | 91.2% | 66.4%+24.8pp | 74.3%+16.8pp | 67.2%+24.0pp |
| Annual return | 28.15% | 26.70%+1.5pp | 35.69%-7.5pp | 160.62%-132.5pp |
| Employer contribution / active EE | $1,776 | $2,928-39.3% | $3,737-52.5% | $2,670-33.5% |
| Participant deferral / active EE | $4,130 | $3,659+12.9% | $4,878-15.3% | $4,125+0.1% |
| Admin fee / account holder | $223 | $5,216-95.7% | $6,730-96.7% | $5,651-96.0% |