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 | $13,525 | $185,822-92.7% | $169,993-92.0% | $139,434-90.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 60.82% | 60.50%+0.3pp | 53.37%+7.4pp | 372.94%-312.1pp |
| Employer contribution / active EE | $3,548 | $7,590-53.3% | $6,785-47.7% | $4,751-25.3% |
| Participant deferral / active EE | $4,504 | $11,622-61.2% | $10,408-56.7% | $6,710-32.9% |
| Admin fee / account holder | $12 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |