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 | $6,198 | $89,753-93.1% | $107,525-94.2% | $84,808-92.7% |
| Participation rate | 88.5% | 68.1%+20.4pp | 75.1%+13.4pp | 68.3%+20.2pp |
| Annual return | 20.62% | 29.48%-8.9pp | 181.32%-160.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,837 | $3,113-41.0% | $3,754-51.0% | $2,631-30.2% |
| Participant deferral / active EE | $3,454 | $4,056-14.9% | $5,116-32.5% | $4,212-18.0% |
| Admin fee / account holder | $231 | $7,222-96.8% | $8,919-97.4% | $7,344-96.9% |