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 | $4,729 | $48,795-90.3% | $65,493-92.8% | $84,808-94.4% |
| Participation rate | 78.6% | 67.0%+11.6pp | 73.1%+5.5pp | 68.3%+10.3pp |
| Annual return | 20.39% | 20.20%+0.2pp | 982.45%-962.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $684 | $1,930-64.5% | $2,574-73.4% | $2,631-74.0% |
| Participant deferral / active EE | $1,421 | $2,928-51.5% | $3,961-64.1% | $4,212-66.3% |
| Admin fee / account holder | $264 | $3,877-93.2% | $5,028-94.7% | $7,344-96.4% |