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 | $6,504 | $80,717-91.9% | $154,803-95.8% | $84,808-92.3% |
| Participation rate | 97.1% | 66.8%+30.2pp | 78.1%+19.0pp | 68.3%+28.7pp |
| Annual return | 51.06% | 37.96%+13.1pp | 58.88%-7.8pp | 40.90%+10.2pp |
| Employer contribution / active EE | $623 | $2,761-77.4% | $4,305-85.5% | $2,631-76.3% |
| Participant deferral / active EE | $1,909 | $3,303-42.2% | $5,540-65.5% | $4,212-54.7% |
| Admin fee / account holder | $77 | $6,746-98.9% | $14,329-99.5% | $7,344-99.0% |