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 | $8,540 | $110,257-92.3% | $96,544-91.2% | $139,434-93.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 32.33% | 26.32%+6.0pp | 25.84%+6.5pp | 372.94%-340.6pp |
| Employer contribution / active EE | $1,932 | $3,620-46.6% | $2,965-34.8% | $4,751-59.3% |
| Participant deferral / active EE | $2,394 | $5,548-56.9% | $4,851-50.7% | $6,710-64.3% |
| Admin fee / account holder | $20 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |