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 | $11,173 | $48,076-76.8% | $78,689-85.8% | $62,891-82.2% |
| Participation rate | 96.6% | 65.2%+31.3pp | 73.6%+23.0pp | 69.3%+27.2pp |
| Annual return | 11.40% | 31.35%-20.0pp | 62.18%-50.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,015 | $2,015-49.6% | $2,851-64.4% | $2,281-55.5% |
| Participant deferral / active EE | $3,071 | $2,588+18.7% | $3,517-12.7% | $3,203-4.1% |
| Admin fee / account holder | $84 | $3,207-97.4% | $4,510-98.1% | $4,296-98.0% |