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 5-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 | $5,032 | $106,515-95.3% | $96,683-94.8% | $139,434-96.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 29.04% | 38.43%-9.4pp | 35.69%-6.7pp | 372.94%-343.9pp |
| Employer contribution / active EE | $1,253 | $4,103-69.5% | $3,737-66.5% | $4,751-73.6% |
| Participant deferral / active EE | $2,506 | $5,454-54.1% | $4,878-48.6% | $6,710-62.7% |
| Admin fee / account holder | $9 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |