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 | $3,226 | $67,411-95.2% | $91,001-96.5% | $70,131-95.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 48.08% | -40.16%+88.2pp | 4.60%+43.5pp | 73.14%-25.1pp |
| Employer contribution / active EE | $867 | $1,786-51.4% | $2,456-64.7% | $2,342-63.0% |
| Participant deferral / active EE | $1,450 | $2,823-48.6% | $3,547-59.1% | $3,332-56.5% |
| Admin fee / account holder | $199 | $4,236-95.3% | $5,417-96.3% | $4,645-95.7% |