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 4-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 | $6,201 | $175,202-96.5% | $149,673-95.9% | $139,434-95.6% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 41.31% | 166.71%-125.4pp | 134.42%-93.1pp | 372.94%-331.6pp |
| Employer contribution / active EE | $1,492 | $5,474-72.8% | $4,818-69.0% | $4,751-68.6% |
| Participant deferral / active EE | $2,457 | $6,519-62.3% | $5,680-56.8% | $6,710-63.4% |
| Admin fee / account holder | $10 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |