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 6-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 | $5,937 | $72,277-91.8% | $101,248-94.1% | $79,858-92.6% |
| Participation rate | 80.5% | 68.5%+12.1pp | 75.8%+4.7pp | 69.6%+10.9pp |
| Annual return | 37.11% | 22.30%+14.8pp | 46.47%-9.4pp | 31.71%+5.4pp |
| Employer contribution / active EE | $1,180 | $2,692-56.1% | $3,660-67.7% | $2,471-52.2% |
| Participant deferral / active EE | $2,185 | $3,282-33.4% | $4,370-50.0% | $3,740-41.6% |
| Admin fee / account holder | $271 | $4,400-93.8% | $5,945-95.4% | $5,306-94.9% |