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 3-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 | $8,110 | $140,940-94.2% | $112,229-92.8% | $139,434-94.2% |
| Participation rate | 93.3% | 79.2%+14.1pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 25.45% | 32.71%-7.3pp | 30.20%-4.8pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,336 | $4,283-45.5% | $3,430-31.9% | $4,751-50.8% |
| Participant deferral / active EE | $3,912 | $5,874-33.4% | $4,798-18.5% | $6,710-41.7% |
| Admin fee / account holder | $148 | $9,954-98.5% | $7,748-98.1% | $11,403-98.7% |