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 4-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 | $3,568 | $57,541-93.8% | $95,745-96.3% | $75,163-95.3% |
| Participation rate | 91.2% | 62.5%+28.7pp | 72.3%+18.9pp | 67.2%+24.0pp |
| Annual return | 39.20% | 34.93%+4.3pp | 28.35%+10.9pp | 160.62%-121.4pp |
| Employer contribution / active EE | $530 | $1,808-70.7% | $2,835-81.3% | $2,670-80.2% |
| Participant deferral / active EE | $1,699 | $3,074-44.7% | $4,245-60.0% | $4,125-58.8% |
| Admin fee / account holder | $48 | $4,099-98.8% | $5,678-99.2% | $5,651-99.1% |