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 | $3,394 | $64,480-94.7% | $81,382-95.8% | $80,856-95.8% |
| Participation rate | 93.3% | 63.9%+29.5pp | 69.5%+23.8pp | 67.6%+25.7pp |
| Annual return | 16.30% | 16.34%0pp | 24.73%-8.4pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,077 | $1,978-45.5% | $2,463-56.3% | $2,755-60.9% |
| Participant deferral / active EE | $1,077 | $3,094-65.2% | $3,883-72.3% | $4,296-74.9% |
| Admin fee / account holder | $229 | $5,671-96.0% | $5,768-96.0% | $6,918-96.7% |