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 | $5,978 | $175,202-96.6% | $149,673-96.0% | $139,434-95.7% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 28.84% | 166.71%-137.9pp | 134.42%-105.6pp | 372.94%-344.1pp |
| Employer contribution / active EE | $1,549 | $5,474-71.7% | $4,818-67.9% | $4,751-67.4% |
| Participant deferral / active EE | $2,208 | $6,519-66.1% | $5,680-61.1% | $6,710-67.1% |
| Admin fee / account holder | $13 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |