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 | $5,899 | $111,754-94.7% | $103,333-94.3% | $145,922-96.0% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 24.41% | 24.77%-0.4pp | 24.88%-0.5pp | 561.29%-536.9pp |
| Employer contribution / active EE | $1,513 | $4,212-64.1% | $3,868-60.9% | $4,660-67.5% |
| Participant deferral / active EE | $1,801 | $5,619-67.9% | $5,057-64.4% | $6,688-73.1% |
| Admin fee / account holder | $9 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |