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 | $5,398 | $106,515-94.9% | $96,683-94.4% | $139,434-96.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 28.35% | 38.43%-10.1pp | 35.69%-7.3pp | 372.94%-344.6pp |
| Employer contribution / active EE | $1,651 | $4,103-59.8% | $3,737-55.8% | $4,751-65.2% |
| Participant deferral / active EE | $2,013 | $5,454-63.1% | $4,878-58.7% | $6,710-70.0% |
| Admin fee / account holder | $106 | $7,877-98.6% | $6,730-98.4% | $11,403-99.1% |