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 | $6,434 | $110,257-94.2% | $96,544-93.3% | $139,434-95.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 17.68% | 26.32%-8.6pp | 25.84%-8.2pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,189 | $3,620-67.1% | $2,965-59.9% | $4,751-75.0% |
| Participant deferral / active EE | $2,313 | $5,548-58.3% | $4,851-52.3% | $6,710-65.5% |
| Admin fee / account holder | $60 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |