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 | $5,539 | $77,503-92.9% | $100,391-94.5% | $80,856-93.1% |
| Participation rate | 93.3% | 76.9%+16.4pp | 81.5%+11.9pp | 67.6%+25.7pp |
| Annual return | 44.73% | 37.20%+7.5pp | 49.20%-4.5pp | 35.59%+9.1pp |
| Employer contribution / active EE | $1,518 | $2,801-45.8% | $3,942-61.5% | $2,755-44.9% |
| Participant deferral / active EE | $3,087 | $6,820-54.7% | $8,082-61.8% | $4,296-28.1% |
| Admin fee / account holder | $9 | $5,897-99.8% | $7,899-99.9% | $6,918-99.9% |