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 7-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 | $5,503 | $112,096-95.1% | $95,952-94.3% | $158,922-96.5% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.3pp |
| Annual return | 116.62% | 171.09%-54.5pp | 91.61%+25.0pp | 302.83%-186.2pp |
| Employer contribution / active EE | $1,107 | $3,198-65.4% | $2,541-56.4% | $4,761-76.7% |
| Participant deferral / active EE | $3,034 | $4,784-36.6% | $4,167-27.2% | $5,982-49.3% |
| Admin fee / account holder | $201 | $10,130-98.0% | $6,795-97.0% | $11,246-98.2% |