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 | $3,331 | $53,516-93.8% | $126,539-97.4% | $84,808-96.1% |
| Participation rate | 87.5% | 58.2%+29.3pp | 69.8%+17.7pp | 68.3%+19.2pp |
| Annual return | 21.18% | 58.34%-37.2pp | 425.95%-404.8pp | 40.90%-19.7pp |
| Employer contribution / active EE | $706 | $1,535-54.0% | $3,674-80.8% | $2,631-73.2% |
| Participant deferral / active EE | $799 | $2,671-70.1% | $4,083-80.4% | $4,212-81.0% |
| Admin fee / account holder | $232 | $4,497-94.8% | $6,065-96.2% | $7,344-96.8% |