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 | $4,418 | $80,717-94.5% | $154,803-97.1% | $84,808-94.8% |
| Participation rate | 88.6% | 66.8%+21.8pp | 78.1%+10.5pp | 68.3%+20.3pp |
| Annual return | 44.00% | 37.96%+6.0pp | 58.88%-14.9pp | 40.90%+3.1pp |
| Employer contribution / active EE | $963 | $2,761-65.1% | $4,305-77.6% | $2,631-63.4% |
| Participant deferral / active EE | $1,806 | $3,303-45.3% | $5,540-67.4% | $4,212-57.1% |
| Admin fee / account holder | $31 | $6,746-99.5% | $14,329-99.8% | $7,344-99.6% |