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 | $3,604 | $99,877-96.4% | $84,966-95.8% | $145,922-97.5% |
| Participation rate | 76.2% | 74.1%+2.1pp | 67.5%+8.7pp | 80.3%-4.1pp |
| Annual return | 30.37% | 83.76%-53.4pp | 66.38%-36.0pp | 561.29%-530.9pp |
| Employer contribution / active EE | $666 | $3,231-79.4% | $2,727-75.6% | $4,660-85.7% |
| Participant deferral / active EE | $1,188 | $5,291-77.6% | $4,519-73.7% | $6,688-82.2% |
| Admin fee / account holder | $176 | $7,248-97.6% | $6,149-97.1% | $13,397-98.7% |