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 | $3,647 | $57,590-93.7% | $86,233-95.8% | $82,448-95.6% |
| Participation rate | 89.1% | 57.9%+31.3pp | 69.0%+20.1pp | 68.1%+21.1pp |
| Annual return | 21.48% | 22.41%-0.9pp | 61.39%-39.9pp | 41.64%-20.2pp |
| Employer contribution / active EE | $621 | $1,655-62.5% | $2,504-75.2% | $2,551-75.7% |
| Participant deferral / active EE | $1,381 | $3,080-55.1% | $4,559-69.7% | $4,139-66.6% |
| Admin fee / account holder | $212 | $4,730-95.5% | $8,342-97.5% | $7,234-97.1% |