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 | $4,376 | $80,717-94.6% | $154,803-97.2% | $84,808-94.8% |
| Participation rate | 84.4% | 66.8%+17.6pp | 78.1%+6.3pp | 68.3%+16.1pp |
| Annual return | 24.22% | 37.96%-13.7pp | 58.88%-34.7pp | 40.90%-16.7pp |
| Employer contribution / active EE | $795 | $2,761-71.2% | $4,305-81.5% | $2,631-69.8% |
| Participant deferral / active EE | $1,148 | $3,303-65.2% | $5,540-79.3% | $4,212-72.7% |
| Admin fee / account holder | $79 | $6,746-98.8% | $14,329-99.5% | $7,344-98.9% |