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 | $6,579 | $80,717-91.8% | $154,803-95.7% | $84,808-92.2% |
| Participation rate | 82.1% | 66.8%+15.3pp | 78.1%+4.1pp | 68.3%+13.8pp |
| Annual return | 24.70% | 37.96%-13.3pp | 58.88%-34.2pp | 40.90%-16.2pp |
| Employer contribution / active EE | $916 | $2,761-66.8% | $4,305-78.7% | $2,631-65.2% |
| Participant deferral / active EE | $2,590 | $3,303-21.6% | $5,540-53.2% | $4,212-38.5% |
| Admin fee / account holder | $206 | $6,746-96.9% | $14,329-98.6% | $7,344-97.2% |