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 | $6,118 | $76,407-92.0% | $150,298-95.9% | $82,448-92.6% |
| Participation rate | 78.1% | 66.4%+11.7pp | 77.8%+0.4pp | 68.1%+10.1pp |
| Annual return | 41.08% | 39.99%+1.1pp | 62.79%-21.7pp | 41.64%-0.6pp |
| Employer contribution / active EE | $717 | $2,614-72.6% | $4,154-82.7% | $2,551-71.9% |
| Participant deferral / active EE | $2,723 | $3,214-15.3% | $5,453-50.1% | $4,139-34.2% |
| Admin fee / account holder | $168 | $6,352-97.3% | $14,116-98.8% | $7,234-97.7% |