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 5-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 | $7,116 | $117,983-94.0% | $101,794-93.0% | $142,382-95.0% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 19.90% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,061 | $2,773-61.7% | $2,289-53.7% | $4,299-75.3% |
| Participant deferral / active EE | $1,311 | $4,714-72.2% | $4,084-67.9% | $6,507-79.9% |
| Admin fee / account holder | $77 | $10,433-99.3% | $8,777-99.1% | $12,624-99.4% |