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 | $11,829 | $154,117-92.3% | $129,995-90.9% | $139,434-91.5% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 41.16% | 32.48%+8.7pp | -137.18%+178.3pp | 372.94%-331.8pp |
| Employer contribution / active EE | $2,334 | $5,289-55.9% | $4,320-46.0% | $4,751-50.9% |
| Participant deferral / active EE | $4,314 | $6,710-35.7% | $5,820-25.9% | $6,710-35.7% |
| Admin fee / account holder | $70 | $14,007-99.5% | $10,614-99.3% | $11,403-99.4% |