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 7-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 | $4,039 | $49,227-91.8% | $70,449-94.3% | $79,858-94.9% |
| Participation rate | 97.1% | 69.2%+27.9pp | 75.1%+22.0pp | 69.6%+27.4pp |
| Annual return | 38.13% | 30.06%+8.1pp | 109.03%-70.9pp | 31.71%+6.4pp |
| Employer contribution / active EE | $1,062 | $2,099-49.4% | $2,737-61.2% | $2,471-57.0% |
| Participant deferral / active EE | $2,232 | $2,768-19.4% | $3,709-39.8% | $3,740-40.3% |
| Admin fee / account holder | $144 | $2,878-95.0% | $3,845-96.3% | $5,306-97.3% |