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 6-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 | $5,713 | $127,264-95.5% | $109,895-94.8% | $167,490-96.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 44.22% | 22.97%+21.3pp | 29.45%+14.8pp | 478.56%-434.3pp |
| Employer contribution / active EE | $902 | $3,322-72.8% | $2,842-68.3% | $4,837-81.3% |
| Participant deferral / active EE | $2,141 | $4,514-52.6% | $4,048-47.1% | $6,341-66.2% |
| Admin fee / account holder | $73 | $7,114-99.0% | $6,066-98.8% | $12,309-99.4% |