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 | $5,300 | $80,717-93.4% | $154,803-96.6% | $84,808-93.8% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 21.04% | 37.96%-16.9pp | 58.88%-37.8pp | 40.90%-19.9pp |
| Employer contribution / active EE | $785 | $2,761-71.6% | $4,305-81.8% | $2,631-70.2% |
| Participant deferral / active EE | $1,603 | $3,303-51.5% | $5,540-71.1% | $4,212-61.9% |
| Admin fee / account holder | $276 | $6,746-95.9% | $14,329-98.1% | $7,344-96.2% |