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 | $5,621 | $76,407-92.6% | $150,298-96.3% | $82,448-93.2% |
| Participation rate | 96.4% | 66.4%+30.0pp | 77.8%+18.7pp | 68.1%+28.4pp |
| Annual return | 34.86% | 39.99%-5.1pp | 62.79%-27.9pp | 41.64%-6.8pp |
| Employer contribution / active EE | $1,488 | $2,614-43.1% | $4,154-64.2% | $2,551-41.7% |
| Participant deferral / active EE | $1,727 | $3,214-46.3% | $5,453-68.3% | $4,139-58.3% |
| Admin fee / account holder | $93 | $6,352-98.5% | $14,116-99.3% | $7,234-98.7% |