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 | $6,716 | $103,376-93.5% | $87,100-92.3% | $152,861-95.6% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.9%+18.6pp | 82.4%+13.0pp |
| Annual return | 19.51% | 28.10%-8.6pp | 28.19%-8.7pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,904 | $3,220-40.9% | $2,521-24.5% | $4,762-60.0% |
| Participant deferral / active EE | $2,072 | $4,778-56.6% | $4,049-48.8% | $5,850-64.6% |
| Admin fee / account holder | $82 | $12,205-99.3% | $7,497-98.9% | $11,596-99.3% |