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 | $6,624 | $71,050-90.7% | $93,606-92.9% | $80,856-91.8% |
| Participation rate | 92.0% | 60.4%+31.6pp | 68.7%+23.3pp | 67.6%+24.4pp |
| Annual return | 18.31% | 11.26%+7.1pp | 133.20%-114.9pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,320 | $1,564-15.6% | $2,420-45.5% | $2,755-52.1% |
| Participant deferral / active EE | $2,135 | $4,034-47.1% | $4,411-51.6% | $4,296-50.3% |
| Admin fee / account holder | $291 | $6,945-95.8% | $8,285-96.5% | $6,918-95.8% |