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 | $5,026 | $77,503-93.5% | $100,391-95.0% | $80,856-93.8% |
| Participation rate | 93.8% | 76.9%+16.8pp | 81.5%+12.3pp | 67.6%+26.1pp |
| Annual return | 34.67% | 37.20%-2.5pp | 49.20%-14.5pp | 35.59%-0.9pp |
| Employer contribution / active EE | $452 | $2,801-83.9% | $3,942-88.5% | $2,755-83.6% |
| Participant deferral / active EE | $3,159 | $6,820-53.7% | $8,082-60.9% | $4,296-26.5% |
| Admin fee / account holder | $40 | $5,897-99.3% | $7,899-99.5% | $6,918-99.4% |