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 | $76,407-92.4% | $150,298-96.2% | $82,448-93.0% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 23.50% | 39.99%-16.5pp | 62.79%-39.3pp | 41.64%-18.1pp |
| Employer contribution / active EE | $1,094 | $2,614-58.1% | $4,154-73.7% | $2,551-57.1% |
| Participant deferral / active EE | $1,459 | $3,214-54.6% | $5,453-73.2% | $4,139-64.8% |
| Admin fee / account holder | $150 | $6,352-97.6% | $14,116-98.9% | $7,234-97.9% |