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 | $13,193 | $95,803-86.2% | $113,168-88.3% | $84,808-84.4% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 18.27% | 25.00%-6.7pp | 24.27%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,529 | $2,360-35.2% | $2,975-48.6% | $2,631-41.9% |
| Participant deferral / active EE | $3,541 | $4,242-16.5% | $5,107-30.7% | $4,212-15.9% |
| Admin fee / account holder | $207 | $8,989-97.7% | $12,068-98.3% | $7,344-97.2% |