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 | $7,115 | $48,795-85.4% | $65,493-89.1% | $84,808-91.6% |
| Participation rate | 84.6% | 67.0%+17.6pp | 73.1%+11.5pp | 68.3%+16.3pp |
| Annual return | 21.69% | 20.20%+1.5pp | 982.45%-960.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $731 | $1,930-62.1% | $2,574-71.6% | $2,631-72.2% |
| Participant deferral / active EE | $1,641 | $2,928-44.0% | $3,961-58.6% | $4,212-61.0% |
| Admin fee / account holder | $45 | $3,877-98.8% | $5,028-99.1% | $7,344-99.4% |