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 | $5,103 | $96,635-94.7% | $86,612-94.1% | $139,434-96.3% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 25.28% | 106.41%-81.1pp | 591.07%-565.8pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,608 | $3,263-50.7% | $3,022-46.8% | $4,751-66.1% |
| Participant deferral / active EE | $2,954 | $4,836-38.9% | $4,438-33.4% | $6,710-56.0% |
| Admin fee / account holder | $107 | $6,408-98.3% | $5,614-98.1% | $11,403-99.1% |