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 | $3,657 | $110,261-96.7% | $95,745-96.2% | $139,434-97.4% |
| Participation rate | 94.4% | 75.8%+18.7pp | 72.3%+22.2pp | 80.3%+14.1pp |
| Annual return | 17.44% | 27.11%-9.7pp | 28.35%-10.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $643 | $3,257-80.3% | $2,835-77.3% | $4,751-86.5% |
| Participant deferral / active EE | $1,586 | $4,676-66.1% | $4,245-62.6% | $6,710-76.4% |
| Admin fee / account holder | $289 | $6,613-95.6% | $5,678-94.9% | $11,403-97.5% |