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 | $6,648 | $90,503-92.7% | $78,689-91.6% | $273,961-97.6% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 10.05% | 75.60%-65.6pp | 62.18%-52.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,379 | $3,176-56.6% | $2,851-51.6% | $4,869-71.7% |
| Participant deferral / active EE | $2,116 | $3,901-45.8% | $3,517-39.8% | $5,287-60.0% |
| Admin fee / account holder | $141 | $5,263-97.3% | $4,510-96.9% | $10,132-98.6% |