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 | $14,830 | $159,602-90.7% | $150,045-90.1% | $142,382-89.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 15.13% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,547 | $4,961-68.8% | $4,693-67.0% | $4,299-64.0% |
| Participant deferral / active EE | $2,862 | $8,310-65.6% | $7,997-64.2% | $6,507-56.0% |
| Admin fee / account holder | $267 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |