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 | $5,692 | $48,795-88.3% | $65,493-91.3% | $84,808-93.3% |
| Participation rate | 85.2% | 67.0%+18.2pp | 73.1%+12.1pp | 68.3%+16.9pp |
| Annual return | 29.94% | 20.20%+9.7pp | 982.45%-952.5pp | 40.90%-11.0pp |
| Employer contribution / active EE | $1,067 | $1,930-44.7% | $2,574-58.6% | $2,631-59.5% |
| Participant deferral / active EE | $1,962 | $2,928-33.0% | $3,961-50.5% | $4,212-53.4% |
| Admin fee / account holder | $123 | $3,877-96.8% | $5,028-97.6% | $7,344-98.3% |