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 | $9,648 | $176,056-94.5% | $159,436-93.9% | $167,490-94.2% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 15.33% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,817 | $5,297-65.7% | $4,829-62.4% | $4,837-62.4% |
| Participant deferral / active EE | $3,280 | $7,750-57.7% | $7,352-55.4% | $6,341-48.3% |
| Admin fee / account holder | $202 | $12,554-98.4% | $10,799-98.1% | $12,309-98.4% |