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 | $5,719 | $177,572-96.8% | $154,803-96.3% | $142,382-96.0% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 42.62% | 65.07%-22.5pp | 58.88%-16.3pp | 217.08%-174.5pp |
| Employer contribution / active EE | $1,247 | $4,810-74.1% | $4,305-71.0% | $4,299-71.0% |
| Participant deferral / active EE | $1,852 | $6,272-70.5% | $5,540-66.6% | $6,507-71.5% |
| Admin fee / account holder | $27 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |