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 | $1,896 | $80,717-97.7% | $154,803-98.8% | $84,808-97.8% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 22.24% | 37.96%-15.7pp | 58.88%-36.6pp | 40.90%-18.7pp |
| Employer contribution / active EE | $430 | $2,761-84.4% | $4,305-90.0% | $2,631-83.6% |
| Participant deferral / active EE | $1,105 | $3,303-66.6% | $5,540-80.1% | $4,212-73.8% |
| Admin fee / account holder | $102 | $6,746-98.5% | $14,329-99.3% | $7,344-98.6% |