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 | $5,470 | $127,065-95.7% | $113,168-95.2% | $142,382-96.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 44.53% | 24.03%+20.5pp | 24.27%+20.3pp | 217.08%-172.5pp |
| Employer contribution / active EE | $1,914 | $3,442-44.4% | $2,975-35.7% | $4,299-55.5% |
| Participant deferral / active EE | $2,622 | $5,716-54.1% | $5,107-48.7% | $6,507-59.7% |
| Admin fee / account holder | $108 | $15,736-99.3% | $12,068-99.1% | $12,624-99.1% |