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 | $2,507 | $81,248-96.9% | $155,509-98.4% | $80,856-96.9% |
| Participation rate | 72.3% | 66.2%+6.1pp | 78.2%-5.8pp | 67.6%+4.7pp |
| Annual return | 34.07% | 33.31%+0.8pp | 64.67%-30.6pp | 35.59%-1.5pp |
| Employer contribution / active EE | $429 | $3,100-86.2% | $4,672-90.8% | $2,755-84.4% |
| Participant deferral / active EE | $1,146 | $3,452-66.8% | $5,626-79.6% | $4,296-73.3% |
| Admin fee / account holder | $88 | $7,997-98.9% | $15,912-99.4% | $6,918-98.7% |