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 | $11,968 | $80,673-85.2% | $101,326-88.2% | $84,808-85.9% |
| Participation rate | 88.6% | 77.8%+10.9pp | 81.5%+7.1pp | 68.3%+20.3pp |
| Annual return | 40.45% | 38.95%+1.5pp | 36.82%+3.6pp | 40.90%-0.4pp |
| Employer contribution / active EE | $1,640 | $2,698-39.2% | $3,665-55.3% | $2,631-37.7% |
| Participant deferral / active EE | $3,257 | $6,840-52.4% | $7,994-59.3% | $4,212-22.7% |
| Admin fee / account holder | $47 | $12,784-99.6% | $11,185-99.6% | $7,344-99.4% |