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 | $18,987 | $106,749-82.2% | $145,433-86.9% | $82,448-77.0% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 21.51% | 27.59%-6.1pp | 66.58%-45.1pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,704 | $3,444-50.5% | $4,554-62.6% | $2,551-33.2% |
| Participant deferral / active EE | $3,255 | $6,519-50.1% | $7,897-58.8% | $4,139-21.4% |
| Admin fee / account holder | $131 | $8,390-98.4% | $13,129-99.0% | $7,234-98.2% |