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 | $5,777 | $80,717-92.8% | $154,803-96.3% | $84,808-93.2% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 23.50% | 37.96%-14.5pp | 58.88%-35.4pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,094 | $2,761-60.4% | $4,305-74.6% | $2,631-58.4% |
| Participant deferral / active EE | $1,459 | $3,303-55.8% | $5,540-73.7% | $4,212-65.4% |
| Admin fee / account holder | $150 | $6,746-97.8% | $14,329-99.0% | $7,344-98.0% |