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 | $5,836 | $110,257-94.7% | $96,544-94.0% | $139,434-95.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 34.41% | 26.32%+8.1pp | 25.84%+8.6pp | 372.94%-338.5pp |
| Employer contribution / active EE | $1,038 | $3,620-71.3% | $2,965-65.0% | $4,751-78.2% |
| Participant deferral / active EE | $1,998 | $5,548-64.0% | $4,851-58.8% | $6,710-70.2% |
| Admin fee / account holder | $18 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |