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 6-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 | $3,563 | $127,264-97.2% | $109,895-96.8% | $167,490-97.9% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.2%+9.1pp | 82.1%+1.2pp |
| Annual return | 26.97% | 22.97%+4.0pp | 29.45%-2.5pp | 478.56%-451.6pp |
| Employer contribution / active EE | $1,655 | $3,322-50.2% | $2,842-41.8% | $4,837-65.8% |
| Participant deferral / active EE | $3,059 | $4,514-32.2% | $4,048-24.4% | $6,341-51.8% |
| Admin fee / account holder | $9 | $7,114-99.9% | $6,066-99.9% | $12,309-99.9% |