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 | $11,329 | $148,534-92.4% | $135,903-91.7% | $139,434-91.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 43.91% | 79.19%-35.3pp | 68.23%-24.3pp | 372.94%-329.0pp |
| Employer contribution / active EE | $2,333 | $5,243-55.5% | $4,856-52.0% | $4,751-50.9% |
| Participant deferral / active EE | $5,531 | $8,100-31.7% | $7,758-28.7% | $6,710-17.6% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |