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 | $13,392 | $159,602-91.6% | $150,045-91.1% | $142,382-90.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.32% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,595 | $4,961-67.8% | $4,693-66.0% | $4,299-62.9% |
| Participant deferral / active EE | $2,631 | $8,310-68.3% | $7,997-67.1% | $6,507-59.6% |
| Admin fee / account holder | $5 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |