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 | $11,436 | $148,534-92.3% | $135,903-91.6% | $139,434-91.8% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 28.25% | 79.19%-50.9pp | 68.23%-40.0pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,716 | $5,243-67.3% | $4,856-64.7% | $4,751-63.9% |
| Participant deferral / active EE | $4,896 | $8,100-39.6% | $7,758-36.9% | $6,710-27.0% |
| Admin fee / account holder | $216 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |