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 | $4,960 | $109,982-95.5% | $97,226-94.9% | $145,922-96.6% |
| Participation rate | 84.6% | 75.9%+8.7pp | 72.7%+11.9pp | 80.3%+4.3pp |
| Annual return | 12.32% | 242.90%-230.6pp | 75.13%-62.8pp | 561.29%-549.0pp |
| Employer contribution / active EE | $656 | $3,084-78.7% | $2,729-76.0% | $4,660-85.9% |
| Participant deferral / active EE | $723 | $4,676-84.5% | $4,264-83.1% | $6,688-89.2% |
| Admin fee / account holder | $216 | $6,221-96.5% | $5,654-96.2% | $13,397-98.4% |