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 | $5,961 | $81,248-92.7% | $155,509-96.2% | $80,856-92.6% |
| Participation rate | 86.1% | 66.2%+19.9pp | 78.2%+7.9pp | 67.6%+18.5pp |
| Annual return | 14.81% | 33.31%-18.5pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,009 | $3,100-67.4% | $4,672-78.4% | $2,755-63.4% |
| Participant deferral / active EE | $2,349 | $3,452-32.0% | $5,626-58.3% | $4,296-45.3% |
| Admin fee / account holder | $70 | $7,997-99.1% | $15,912-99.6% | $6,918-99.0% |