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 | $3,114 | $48,230-93.5% | $67,502-95.4% | $80,856-96.1% |
| Participation rate | 87.5% | 66.4%+21.1pp | 72.9%+14.6pp | 67.6%+19.9pp |
| Annual return | 19.29% | 18.28%+1.0pp | 3512.12%-3492.8pp | 35.59%-16.3pp |
| Employer contribution / active EE | $855 | $2,020-57.7% | $2,731-68.7% | $2,755-69.0% |
| Participant deferral / active EE | $1,213 | $2,924-58.5% | $4,000-69.7% | $4,296-71.8% |
| Admin fee / account holder | $90 | $3,681-97.6% | $3,998-97.8% | $6,918-98.7% |