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 | $14,430 | $74,927-80.7% | $101,794-85.8% | $84,808-83.0% |
| Participation rate | 92.3% | 61.4%+30.9pp | 69.2%+23.1pp | 68.3%+24.0pp |
| Annual return | 24.84% | 18.70%+6.1pp | 30.53%-5.7pp | 40.90%-16.1pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,194 | $3,099+67.6% | $4,084+27.2% | $4,212+23.3% |
| Admin fee / account holder | $75 | $6,514-98.9% | $8,777-99.1% | $7,344-99.0% |