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 | $5,579 | $66,402-91.6% | $109,895-94.9% | $85,850-93.5% |
| Participation rate | 91.2% | 63.9%+27.3pp | 74.2%+17.0pp | 69.3%+21.9pp |
| Annual return | 32.66% | 19.59%+13.1pp | 29.45%+3.2pp | 318.53%-285.9pp |
| Employer contribution / active EE | $439 | $1,687-74.0% | $2,842-84.6% | $2,565-82.9% |
| Participant deferral / active EE | $2,149 | $2,842-24.4% | $4,048-46.9% | $3,952-45.6% |
| Admin fee / account holder | $240 | $4,557-94.7% | $6,066-96.0% | $6,260-96.2% |