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 | $3,917 | $87,013-95.5% | $106,213-96.3% | $80,856-95.2% |
| Participation rate | 79.2% | 70.4%+8.7pp | 75.3%+3.9pp | 67.6%+11.5pp |
| Annual return | 16.27% | 17.05%-0.8pp | 116.14%-99.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,418 | $3,986-39.3% | $5,016-51.8% | $4,296-43.7% |
| Admin fee / account holder | $263 | $8,431-96.9% | $11,033-97.6% | $6,918-96.2% |