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 | $47,479-85.0% | $62,929-88.7% | $82,448-91.4% |
| Participation rate | 84.6% | 66.9%+17.7pp | 73.1%+11.5pp | 68.1%+16.5pp |
| Annual return | 21.69% | 20.34%+1.4pp | 1063.93%-1042.2pp | 41.64%-19.9pp |
| Employer contribution / active EE | $731 | $1,885-61.3% | $2,505-70.8% | $2,551-71.4% |
| Participant deferral / active EE | $1,641 | $2,870-42.8% | $3,888-57.8% | $4,139-60.3% |
| Admin fee / account holder | $45 | $3,804-98.8% | $5,065-99.1% | $7,234-99.4% |