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 | $5,156 | $148,534-96.5% | $135,903-96.2% | $139,434-96.3% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 53.88% | 79.19%-25.3pp | 68.23%-14.4pp | 372.94%-319.1pp |
| Employer contribution / active EE | $1,041 | $5,243-80.1% | $4,856-78.6% | $4,751-78.1% |
| Participant deferral / active EE | $3,054 | $8,100-62.3% | $7,758-60.6% | $6,710-54.5% |
| Admin fee / account holder | $6 | $12,400-100.0% | $10,762-99.9% | $11,403-99.9% |