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 9-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 | $3,394 | $227,553-98.5% | $189,557-98.2% | $167,490-98.0% |
| Participation rate | 95.2% | 82.5%+12.7pp | 78.4%+16.8pp | 82.1%+13.1pp |
| Annual return | 15.06% | 78.40%-63.3pp | 64.17%-49.1pp | 478.56%-463.5pp |
| Employer contribution / active EE | $916 | $5,316-82.8% | $4,412-79.2% | $4,837-81.1% |
| Participant deferral / active EE | $1,451 | $7,002-79.3% | $6,174-76.5% | $6,341-77.1% |
| Admin fee / account holder | $194 | $11,878-98.4% | $9,807-98.0% | $12,309-98.4% |