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 | $7,296 | $114,381-93.6% | $107,525-93.2% | $142,382-94.9% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.1%+9.1pp | 80.1%+4.1pp |
| Annual return | 25.35% | 242.71%-217.4pp | 181.32%-156.0pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,120 | $4,015-72.1% | $3,754-70.2% | $4,299-74.0% |
| Participant deferral / active EE | $1,972 | $5,564-64.6% | $5,116-61.4% | $6,507-69.7% |
| Admin fee / account holder | $140 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |