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 7-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 | $5,092 | $65,041-92.2% | $90,951-94.4% | $79,858-93.6% |
| Participation rate | 79.3% | 61.6%+17.7pp | 69.0%+10.3pp | 69.6%+9.7pp |
| Annual return | 151.70% | 30.45%+121.2pp | 134.60%+17.1pp | 31.71%+120.0pp |
| Employer contribution / active EE | $1,076 | $1,247-13.7% | $2,122-49.3% | $2,471-56.4% |
| Participant deferral / active EE | $2,349 | $2,512-6.5% | $3,373-30.4% | $3,740-37.2% |
| Admin fee / account holder | $27 | $4,536-99.4% | $5,959-99.6% | $5,306-99.5% |