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 | $60,022-93.9% | $88,946-95.9% | $84,808-95.7% |
| Participation rate | 89.1% | 57.8%+31.3pp | 68.8%+20.3pp | 68.3%+20.8pp |
| Annual return | 21.48% | 22.43%-0.9pp | 57.82%-36.3pp | 40.90%-19.4pp |
| Employer contribution / active EE | $621 | $1,703-63.5% | $2,555-75.7% | $2,631-76.4% |
| Participant deferral / active EE | $1,381 | $3,114-55.6% | $4,581-69.8% | $4,212-67.2% |
| Admin fee / account holder | $212 | $4,811-95.6% | $8,261-97.4% | $7,344-97.1% |