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 8-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 | $6,093 | $107,334-94.3% | $92,893-93.4% | $152,861-96.0% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 31.16% | 145.58%-114.4pp | 109.41%-78.3pp | 345.32%-314.2pp |
| Employer contribution / active EE | $1,465 | $4,221-65.3% | $3,653-59.9% | $4,762-69.2% |
| Participant deferral / active EE | $2,505 | $4,845-48.3% | $4,236-40.9% | $5,850-57.2% |
| Admin fee / account holder | $197 | $7,079-97.2% | $5,794-96.6% | $11,596-98.3% |