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 | $6,529 | $77,899-91.6% | $149,673-95.6% | $75,163-91.3% |
| Participation rate | 96.4% | 65.6%+30.8pp | 78.8%+17.6pp | 67.2%+29.2pp |
| Annual return | 29.93% | 31.72%-1.8pp | 134.42%-104.5pp | 160.62%-130.7pp |
| Employer contribution / active EE | $1,550 | $3,137-50.6% | $4,818-67.8% | $2,670-41.9% |
| Participant deferral / active EE | $2,101 | $3,411-38.4% | $5,680-63.0% | $4,125-49.1% |
| Admin fee / account holder | $177 | $5,956-97.0% | $13,210-98.7% | $5,651-96.9% |