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 | $5,376 | $95,416-94.4% | $185,823-97.1% | $85,850-93.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.07% | 23.59%-6.5pp | 122.05%-105.0pp | 318.53%-301.5pp |
| Employer contribution / active EE | $2,454 | $3,314-26.0% | $5,167-52.5% | $2,565-4.3% |
| Participant deferral / active EE | $1,893 | $3,423-44.7% | $5,568-66.0% | $3,952-52.1% |
| Admin fee / account holder | $178 | $7,213-97.5% | $16,237-98.9% | $6,260-97.2% |