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 | $7,281 | $148,534-95.1% | $135,903-94.6% | $139,434-94.8% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 29.94% | 79.19%-49.2pp | 68.23%-38.3pp | 372.94%-343.0pp |
| Employer contribution / active EE | $1,857 | $5,243-64.6% | $4,856-61.8% | $4,751-60.9% |
| Participant deferral / active EE | $3,009 | $8,100-62.9% | $7,758-61.2% | $6,710-55.2% |
| Admin fee / account holder | $139 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |