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 | $1,808 | $107,452-98.3% | $91,541-98.0% | $142,382-98.7% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 26.02% | 22.06%+4.0pp | 20.50%+5.5pp | 217.08%-191.1pp |
| Employer contribution / active EE | $303 | $2,994-89.9% | $2,505-87.9% | $4,299-92.9% |
| Participant deferral / active EE | $1,027 | $4,754-78.4% | $4,008-74.4% | $6,507-84.2% |
| Admin fee / account holder | $17 | $8,834-99.8% | $6,956-99.7% | $12,624-99.9% |