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 | $2,838 | $60,022-95.3% | $88,946-96.8% | $84,808-96.7% |
| Participation rate | 80.6% | 57.8%+22.8pp | 68.8%+11.8pp | 68.3%+12.3pp |
| Annual return | 25.51% | 22.43%+3.1pp | 57.82%-32.3pp | 40.90%-15.4pp |
| Employer contribution / active EE | $529 | $1,703-69.0% | $2,555-79.3% | $2,631-79.9% |
| Participant deferral / active EE | $1,425 | $3,114-54.2% | $4,581-68.9% | $4,212-66.2% |
| Admin fee / account holder | $64 | $4,811-98.7% | $8,261-99.2% | $7,344-99.1% |