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 | $4,305 | $80,717-94.7% | $154,803-97.2% | $84,808-94.9% |
| Participation rate | 87.2% | 66.8%+20.4pp | 78.1%+9.2pp | 68.3%+18.9pp |
| Annual return | 22.44% | 37.96%-15.5pp | 58.88%-36.4pp | 40.90%-18.5pp |
| Employer contribution / active EE | $662 | $2,761-76.0% | $4,305-84.6% | $2,631-74.8% |
| Participant deferral / active EE | $1,805 | $3,303-45.3% | $5,540-67.4% | $4,212-57.1% |
| Admin fee / account holder | $71 | $6,746-99.0% | $14,329-99.5% | $7,344-99.0% |