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 | $2,849 | $69,207-95.9% | $64,056-95.6% | $139,434-98.0% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 33.31% | 45.88%-12.6pp | 33.69%-0.4pp | 372.94%-339.6pp |
| Employer contribution / active EE | $847 | $3,182-73.4% | $2,747-69.2% | $4,751-82.2% |
| Participant deferral / active EE | $1,027 | $4,682-78.1% | $3,880-73.5% | $6,710-84.7% |
| Admin fee / account holder | $83 | $4,244-98.0% | $3,068-97.3% | $11,403-99.3% |