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 | $7,499 | $57,016-86.8% | $84,966-91.2% | $80,856-90.7% |
| Participation rate | 78.8% | 56.3%+22.4pp | 67.5%+11.3pp | 67.6%+11.1pp |
| Annual return | 65.76% | 21.66%+44.1pp | 66.38%-0.6pp | 35.59%+30.2pp |
| Employer contribution / active EE | $914 | $1,798-49.2% | $2,727-66.5% | $2,755-66.8% |
| Participant deferral / active EE | $2,377 | $3,110-23.6% | $4,519-47.4% | $4,296-44.7% |
| Admin fee / account holder | $0 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |