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 | $3,663 | $111,754-96.7% | $103,333-96.5% | $145,922-97.5% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 21.23% | 24.77%-3.5pp | 24.88%-3.7pp | 561.29%-540.1pp |
| Employer contribution / active EE | $913 | $4,212-78.3% | $3,868-76.4% | $4,660-80.4% |
| Participant deferral / active EE | $2,022 | $5,619-64.0% | $5,057-60.0% | $6,688-69.8% |
| Admin fee / account holder | $14 | $9,750-99.9% | $8,355-99.8% | $13,397-99.9% |