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 | $12,916 | $73,787-82.5% | $98,716-86.9% | $82,448-84.3% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.3%+10.7pp | 68.1%+11.9pp |
| Annual return | 23.26% | 18.57%+4.7pp | 31.81%-8.6pp | 41.64%-18.4pp |
| Employer contribution / active EE | $984 | $1,511-34.9% | $2,279-56.8% | $2,551-61.4% |
| Participant deferral / active EE | $3,747 | $3,081+21.6% | $4,048-7.4% | $4,139-9.5% |
| Admin fee / account holder | $94 | $6,500-98.6% | $8,703-98.9% | $7,234-98.7% |