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 3-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 | $5,974 | $117,983-94.9% | $101,794-94.1% | $142,382-95.8% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 23.55% | 36.92%-13.4pp | 30.53%-7.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,321 | $2,773-52.4% | $2,289-42.3% | $4,299-69.3% |
| Participant deferral / active EE | $1,462 | $4,714-69.0% | $4,084-64.2% | $6,507-77.5% |
| Admin fee / account holder | $182 | $10,433-98.3% | $8,777-97.9% | $12,624-98.6% |