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 | $1,753 | $80,717-97.8% | $154,803-98.9% | $84,808-97.9% |
| Participation rate | 76.0% | 66.8%+9.2pp | 78.1%-2.1pp | 68.3%+7.7pp |
| Annual return | 28.82% | 37.96%-9.1pp | 58.88%-30.1pp | 40.90%-12.1pp |
| Employer contribution / active EE | $567 | $2,761-79.5% | $4,305-86.8% | $2,631-78.4% |
| Participant deferral / active EE | $889 | $3,303-73.1% | $5,540-84.0% | $4,212-78.9% |
| Admin fee / account holder | $217 | $6,746-96.8% | $14,329-98.5% | $7,344-97.0% |