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 | $6,476 | $77,314-91.6% | $177,989-96.4% | $80,856-92.0% |
| Participation rate | 79.1% | 65.7%+13.4pp | 77.1%+2.0pp | 67.6%+11.4pp |
| Annual return | 18.98% | 18.09%+0.9pp | 294.48%-275.5pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,130 | $2,292-50.7% | $3,949-71.4% | $2,755-59.0% |
| Participant deferral / active EE | $1,846 | $4,411-58.1% | $6,276-70.6% | $4,296-57.0% |
| Admin fee / account holder | $79 | $7,191-98.9% | $10,363-99.2% | $6,918-98.9% |