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 4-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 | $6,666 | $118,450-94.4% | $98,439-93.2% | $139,434-95.2% |
| Participation rate | 71.4% | 77.4%-6.0pp | 75.2%-3.7pp | 80.3%-8.9pp |
| Annual return | 37.71% | 18.94%+18.8pp | 21.16%+16.5pp | 372.94%-335.2pp |
| Employer contribution / active EE | $1,195 | $3,609-66.9% | $3,048-60.8% | $4,751-74.8% |
| Participant deferral / active EE | $2,215 | $5,392-58.9% | $4,738-53.3% | $6,710-67.0% |
| Admin fee / account holder | $6 | $14,026-100.0% | $8,948-99.9% | $11,403-99.9% |