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 | $4,207 | $117,983-96.4% | $101,794-95.9% | $142,382-97.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 29.01% | 36.92%-7.9pp | 30.53%-1.5pp | 217.08%-188.1pp |
| Employer contribution / active EE | $837 | $2,773-69.8% | $2,289-63.4% | $4,299-80.5% |
| Participant deferral / active EE | $1,785 | $4,714-62.1% | $4,084-56.3% | $6,507-72.6% |
| Admin fee / account holder | $54 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |