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 | $4,232 | $76,407-94.5% | $150,298-97.2% | $82,448-94.9% |
| Participation rate | 84.4% | 66.4%+18.0pp | 77.8%+6.6pp | 68.1%+16.3pp |
| Annual return | 24.91% | 39.99%-15.1pp | 62.79%-37.9pp | 41.64%-16.7pp |
| Employer contribution / active EE | $857 | $2,614-67.2% | $4,154-79.4% | $2,551-66.4% |
| Participant deferral / active EE | $1,757 | $3,214-45.3% | $5,453-67.8% | $4,139-57.5% |
| Admin fee / account holder | $112 | $6,352-98.2% | $14,116-99.2% | $7,234-98.5% |