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 | $109,881-82.7% | $150,045-87.3% | $84,808-77.6% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 21.51% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,704 | $3,561-52.2% | $4,693-63.7% | $2,631-35.2% |
| Participant deferral / active EE | $3,255 | $6,636-51.0% | $7,997-59.3% | $4,212-22.7% |
| Admin fee / account holder | $131 | $8,568-98.5% | $13,435-99.0% | $7,344-98.2% |