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 | $2,917 | $177,572-98.4% | $154,803-98.1% | $142,382-98.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 109.67% | 65.07%+44.6pp | 58.88%+50.8pp | 217.08%-107.4pp |
| Employer contribution / active EE | $1,271 | $4,810-73.6% | $4,305-70.5% | $4,299-70.4% |
| Participant deferral / active EE | $3,173 | $6,272-49.4% | $5,540-42.7% | $6,507-51.2% |
| Admin fee / account holder | $13 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |