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 | $6,331 | $111,535-94.3% | $105,223-94.0% | $137,256-95.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 27.89% | 237.85%-210.0pp | 180.65%-152.8pp | 220.34%-192.5pp |
| Employer contribution / active EE | $1,235 | $3,939-68.7% | $3,689-66.5% | $4,156-70.3% |
| Participant deferral / active EE | $1,598 | $5,500-70.9% | $5,072-68.5% | $6,407-75.1% |
| Admin fee / account holder | $97 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |