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 6-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 | $6,895 | $105,860-93.5% | $90,749-92.4% | $134,475-94.9% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | 31.67% | -11.01%+42.7pp | -12.16%+43.8pp | 417.96%-386.3pp |
| Employer contribution / active EE | $1,406 | $3,462-59.4% | $2,921-51.9% | $4,740-70.3% |
| Participant deferral / active EE | $2,935 | $5,216-43.7% | $4,564-35.7% | $6,400-54.1% |
| Admin fee / account holder | $250 | $13,938-98.2% | $8,445-97.0% | $11,426-97.8% |