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 | $76,407-97.5% | $150,298-98.7% | $82,448-97.7% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 22.24% | 39.99%-17.8pp | 62.79%-40.5pp | 41.64%-19.4pp |
| Employer contribution / active EE | $430 | $2,614-83.5% | $4,154-89.6% | $2,551-83.1% |
| Participant deferral / active EE | $1,105 | $3,214-65.6% | $5,453-79.7% | $4,139-73.3% |
| Admin fee / account holder | $102 | $6,352-98.4% | $14,116-99.3% | $7,234-98.6% |