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 | $5,046 | $81,248-93.8% | $155,509-96.8% | $80,856-93.8% |
| Participation rate | 92.5% | 66.2%+26.3pp | 78.2%+14.3pp | 67.6%+24.9pp |
| Annual return | 51.66% | 33.31%+18.4pp | 64.67%-13.0pp | 35.59%+16.1pp |
| Employer contribution / active EE | $1,048 | $3,100-66.2% | $4,672-77.6% | $2,755-62.0% |
| Participant deferral / active EE | $1,982 | $3,452-42.6% | $5,626-64.8% | $4,296-53.9% |
| Admin fee / account holder | $142 | $7,997-98.2% | $15,912-99.1% | $6,918-97.9% |