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 | $11,570 | $89,753-87.1% | $107,525-89.2% | $84,808-86.4% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 25.97% | 29.48%-3.5pp | 181.32%-155.3pp | 40.90%-14.9pp |
| Employer contribution / active EE | $1,739 | $3,113-44.2% | $3,754-53.7% | $2,631-33.9% |
| Participant deferral / active EE | $2,688 | $4,056-33.7% | $5,116-47.5% | $4,212-36.2% |
| Admin fee / account holder | $146 | $7,222-98.0% | $8,919-98.4% | $7,344-98.0% |