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 | $6,285 | $159,602-96.1% | $150,045-95.8% | $142,382-95.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.11% | 70.24%-41.1pp | 62.55%-33.4pp | 217.08%-188.0pp |
| Employer contribution / active EE | $2,809 | $4,961-43.4% | $4,693-40.2% | $4,299-34.7% |
| Participant deferral / active EE | $3,921 | $8,310-52.8% | $7,997-51.0% | $6,507-39.7% |
| Admin fee / account holder | $18 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |