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 | $8,635 | $111,814-92.3% | $93,654-90.8% | $145,959-94.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 17.95% | 203.30%-185.3pp | 133.34%-115.4pp | 561.95%-544.0pp |
| Employer contribution / active EE | $645 | $3,092-79.1% | $2,421-73.4% | $4,661-86.2% |
| Participant deferral / active EE | $2,786 | $4,914-43.3% | $4,413-36.9% | $6,689-58.3% |
| Admin fee / account holder | $158 | $10,246-98.5% | $8,282-98.1% | $13,398-98.8% |