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 6-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 | $5,892 | $172,111-96.6% | $150,298-96.1% | $137,256-95.7% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 25.41% | 69.37%-44.0pp | 62.79%-37.4pp | 220.34%-194.9pp |
| Employer contribution / active EE | $2,080 | $4,636-55.1% | $4,154-49.9% | $4,156-49.9% |
| Participant deferral / active EE | $4,471 | $6,166-27.5% | $5,453-18.0% | $6,407-30.2% |
| Admin fee / account holder | $289 | $16,471-98.2% | $14,116-98.0% | $12,270-97.6% |