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 | $3,158 | $76,407-95.9% | $150,298-97.9% | $82,448-96.2% |
| Participation rate | 83.9% | 66.4%+17.5pp | 77.8%+6.1pp | 68.1%+15.8pp |
| Annual return | 53.86% | 39.99%+13.9pp | 62.79%-8.9pp | 41.64%+12.2pp |
| Employer contribution / active EE | $870 | $2,614-66.7% | $4,154-79.1% | $2,551-65.9% |
| Participant deferral / active EE | $1,336 | $3,214-58.4% | $5,453-75.5% | $4,139-67.7% |
| Admin fee / account holder | $124 | $6,352-98.0% | $14,116-99.1% | $7,234-98.3% |