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 | $4,034 | $97,125-95.8% | $86,233-95.3% | $137,256-97.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 21.90% | 74.19%-52.3pp | 61.39%-39.5pp | 220.34%-198.4pp |
| Employer contribution / active EE | $583 | $2,841-79.5% | $2,504-76.7% | $4,156-86.0% |
| Participant deferral / active EE | $990 | $5,180-80.9% | $4,559-78.3% | $6,407-84.5% |
| Admin fee / account holder | $205 | $9,725-97.9% | $8,342-97.5% | $12,270-98.3% |