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 4-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 | $5,441 | $106,515-94.9% | $96,683-94.4% | $139,434-96.1% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 34.33% | 38.43%-4.1pp | 35.69%-1.4pp | 372.94%-338.6pp |
| Employer contribution / active EE | $1,407 | $4,103-65.7% | $3,737-62.3% | $4,751-70.4% |
| Participant deferral / active EE | $2,642 | $5,454-51.6% | $4,878-45.8% | $6,710-60.6% |
| Admin fee / account holder | $11 | $7,877-99.9% | $6,730-99.8% | $11,403-99.9% |