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 7-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 | $6,001 | $59,839-90.0% | $81,983-92.7% | $79,858-92.5% |
| Participation rate | 79.1% | 61.6%+17.5pp | 69.2%+9.8pp | 69.6%+9.4pp |
| Annual return | 46.04% | 17.56%+28.5pp | 41.31%+4.7pp | 31.71%+14.3pp |
| Employer contribution / active EE | $496 | $1,713-71.0% | $2,498-80.1% | $2,471-79.9% |
| Participant deferral / active EE | $1,428 | $2,695-47.0% | $3,722-61.6% | $3,740-61.8% |
| Admin fee / account holder | $46 | $4,287-98.9% | $5,664-99.2% | $5,306-99.1% |