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 | $5,649 | $47,479-88.1% | $62,929-91.0% | $82,448-93.1% |
| Participation rate | 86.2% | 66.9%+19.3pp | 73.1%+13.1pp | 68.1%+18.1pp |
| Annual return | 20.42% | 20.34%+0.1pp | 1063.93%-1043.5pp | 41.64%-21.2pp |
| Employer contribution / active EE | $806 | $1,885-57.2% | $2,505-67.8% | $2,551-68.4% |
| Participant deferral / active EE | $1,805 | $2,870-37.1% | $3,888-53.6% | $4,139-56.4% |
| Admin fee / account holder | $126 | $3,804-96.7% | $5,065-97.5% | $7,234-98.3% |