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 | $5,358 | $177,572-97.0% | $154,803-96.5% | $142,382-96.2% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.1%+8.3pp | 80.1%+6.2pp |
| Annual return | 28.52% | 65.07%-36.6pp | 58.88%-30.4pp | 217.08%-188.6pp |
| Employer contribution / active EE | $1,372 | $4,810-71.5% | $4,305-68.1% | $4,299-68.1% |
| Participant deferral / active EE | $2,513 | $6,272-59.9% | $5,540-54.7% | $6,507-61.4% |
| Admin fee / account holder | $129 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |