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 | $6,069 | $56,114-89.2% | $96,139-93.7% | $85,850-92.9% |
| Participation rate | 81.5% | 56.7%+24.8pp | 68.4%+13.0pp | 69.3%+12.2pp |
| Annual return | 21.54% | 42.30%-20.8pp | 191.94%-170.4pp | 318.53%-297.0pp |
| Employer contribution / active EE | $1,304 | $1,620-19.5% | $2,797-53.4% | $2,565-49.1% |
| Participant deferral / active EE | $2,203 | $2,859-23.0% | $4,349-49.3% | $3,952-44.3% |
| Admin fee / account holder | $3 | $3,768-99.9% | $5,537-100.0% | $6,260-100.0% |