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 | $5,261 | $100,773-94.8% | $88,946-94.1% | $142,382-96.3% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 18.26% | 70.18%-51.9pp | 57.82%-39.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,010 | $2,918-65.4% | $2,555-60.5% | $4,299-76.5% |
| Participant deferral / active EE | $1,165 | $5,230-77.7% | $4,581-74.6% | $6,507-82.1% |
| Admin fee / account holder | $101 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |