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 | $6,588 | $81,248-91.9% | $155,509-95.8% | $80,856-91.9% |
| Participation rate | 91.8% | 66.2%+25.6pp | 78.2%+13.7pp | 67.6%+24.2pp |
| Annual return | 20.68% | 33.31%-12.6pp | 64.67%-44.0pp | 35.59%-14.9pp |
| Employer contribution / active EE | $1,654 | $3,100-46.6% | $4,672-64.6% | $2,755-39.9% |
| Participant deferral / active EE | $3,524 | $3,452+2.1% | $5,626-37.4% | $4,296-18.0% |
| Admin fee / account holder | $201 | $7,997-97.5% | $15,912-98.7% | $6,918-97.1% |