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 | $4,621 | $76,407-94.0% | $150,298-96.9% | $82,448-94.4% |
| Participation rate | 96.3% | 66.4%+29.9pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 63.38% | 39.99%+23.4pp | 62.79%+0.6pp | 41.64%+21.7pp |
| Employer contribution / active EE | $1,202 | $2,614-54.0% | $4,154-71.1% | $2,551-52.9% |
| Participant deferral / active EE | $1,761 | $3,214-45.2% | $5,453-67.7% | $4,139-57.5% |
| Admin fee / account holder | $287 | $6,352-95.5% | $14,116-98.0% | $7,234-96.0% |