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 7-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 | $3,425 | $106,515-96.8% | $96,683-96.5% | $139,434-97.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 21.28% | 38.43%-17.1pp | 35.69%-14.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $931 | $4,103-77.3% | $3,737-75.1% | $4,751-80.4% |
| Participant deferral / active EE | $1,456 | $5,454-73.3% | $4,878-70.2% | $6,710-78.3% |
| Admin fee / account holder | $30 | $7,877-99.6% | $6,730-99.6% | $11,403-99.7% |