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 | $88,672-94.0% | $105,223-94.9% | $82,448-93.5% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 24.86% | 30.86%-6.0pp | 180.65%-155.8pp | 41.64%-16.8pp |
| Employer contribution / active EE | $1,123 | $3,048-63.1% | $3,689-69.5% | $2,551-56.0% |
| Participant deferral / active EE | $1,777 | $4,036-56.0% | $5,072-65.0% | $4,139-57.1% |
| Admin fee / account holder | $194 | $7,146-97.3% | $8,859-97.8% | $7,234-97.3% |