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 | $6,469 | $169,032-96.2% | $129,207-95.0% | $145,922-95.6% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 13.11% | 14330.11%-14317.0pp | 9417.33%-9404.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,593 | $5,537-71.2% | $4,153-61.6% | $4,660-65.8% |
| Participant deferral / active EE | $2,419 | $4,987-51.5% | $4,168-42.0% | $6,688-63.8% |
| Admin fee / account holder | $11 | $9,954-99.9% | $7,715-99.9% | $13,397-99.9% |