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 9-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 | $3,306 | $50,637-93.5% | $86,590-96.2% | $62,292-94.7% |
| Participation rate | 72.3% | 67.9%+4.4pp | 73.5%-1.2pp | 69.5%+2.8pp |
| Annual return | 26.93% | 20.80%+6.1pp | 964.84%-937.9pp | 28.90%-2.0pp |
| Employer contribution / active EE | $630 | $2,075-69.7% | $2,839-77.8% | $2,042-69.2% |
| Participant deferral / active EE | $1,044 | $2,611-60.0% | $3,609-71.1% | $3,169-67.1% |
| Admin fee / account holder | $253 | $413-38.9% | $4,906-94.9% | $479-47.3% |