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 | $11,916 | $159,901-92.5% | $146,958-91.9% | $145,922-91.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 17.36% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,822 | $5,286-65.5% | $4,933-63.1% | $4,660-60.9% |
| Participant deferral / active EE | $3,505 | $8,428-58.4% | $8,070-56.6% | $6,688-47.6% |
| Admin fee / account holder | $6 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |