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 | $5,345 | $89,753-94.0% | $107,525-95.0% | $84,808-93.7% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 24.86% | 29.48%-4.6pp | 181.32%-156.5pp | 40.90%-16.0pp |
| Employer contribution / active EE | $1,123 | $3,113-63.9% | $3,754-70.1% | $2,631-57.3% |
| Participant deferral / active EE | $1,777 | $4,056-56.2% | $5,116-65.3% | $4,212-57.8% |
| Admin fee / account holder | $194 | $7,222-97.3% | $8,919-97.8% | $7,344-97.4% |