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 | $6,209 | $175,202-96.5% | $149,673-95.9% | $139,434-95.5% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 24.47% | 166.71%-142.2pp | 134.42%-109.9pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,291 | $5,474-76.4% | $4,818-73.2% | $4,751-72.8% |
| Participant deferral / active EE | $2,068 | $6,519-68.3% | $5,680-63.6% | $6,710-69.2% |
| Admin fee / account holder | $29 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |