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 | $2,988 | $81,248-96.3% | $155,509-98.1% | $80,856-96.3% |
| Participation rate | 82.1% | 66.2%+15.8pp | 78.2%+3.9pp | 67.6%+14.4pp |
| Annual return | 34.34% | 33.31%+1.0pp | 64.67%-30.3pp | 35.59%-1.3pp |
| Employer contribution / active EE | $860 | $3,100-72.3% | $4,672-81.6% | $2,755-68.8% |
| Participant deferral / active EE | $1,913 | $3,452-44.6% | $5,626-66.0% | $4,296-55.5% |
| Admin fee / account holder | $43 | $7,997-99.5% | $15,912-99.7% | $6,918-99.4% |