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 | $7,296 | $111,535-93.5% | $105,223-93.1% | $137,256-94.7% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.0%+9.2pp | 80.0%+4.3pp |
| Annual return | 25.35% | 237.85%-212.5pp | 180.65%-155.3pp | 220.34%-195.0pp |
| Employer contribution / active EE | $1,120 | $3,939-71.6% | $3,689-69.6% | $4,156-73.1% |
| Participant deferral / active EE | $1,972 | $5,500-64.1% | $5,072-61.1% | $6,407-69.2% |
| Admin fee / account holder | $140 | $9,721-98.6% | $8,859-98.4% | $12,270-98.9% |