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 4-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 | $5,457 | $81,248-93.3% | $155,509-96.5% | $80,856-93.3% |
| Participation rate | 80.8% | 66.2%+14.5pp | 78.2%+2.6pp | 67.6%+13.1pp |
| Annual return | 15.87% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $665 | $3,100-78.5% | $4,672-85.8% | $2,755-75.9% |
| Participant deferral / active EE | $1,455 | $3,452-57.8% | $5,626-74.1% | $4,296-66.1% |
| Admin fee / account holder | $41 | $7,997-99.5% | $15,912-99.7% | $6,918-99.4% |