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 | $6,939 | $154,117-95.5% | $129,995-94.7% | $139,434-95.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 20.33% | 32.48%-12.1pp | -137.18%+157.5pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,689 | $5,289-68.1% | $4,320-60.9% | $4,751-64.5% |
| Participant deferral / active EE | $2,078 | $6,710-69.0% | $5,820-64.3% | $6,710-69.0% |
| Admin fee / account holder | $21 | $14,007-99.8% | $10,614-99.8% | $11,403-99.8% |