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 | $2,353 | $54,705-95.7% | $71,209-96.7% | $84,808-97.2% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 24.26% | 35.90%-11.6pp | 282.51%-258.2pp | 40.90%-16.6pp |
| Employer contribution / active EE | $455 | $2,158-78.9% | $2,721-83.3% | $2,631-82.7% |
| Participant deferral / active EE | $1,226 | $3,030-59.6% | $4,175-70.6% | $4,212-70.9% |
| Admin fee / account holder | $126 | $4,863-97.4% | $5,349-97.6% | $7,344-98.3% |