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 8-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 | $2,522 | $58,512-95.7% | $84,015-97.0% | $72,985-96.5% |
| Participation rate | 87.2% | 61.2%+26.0pp | 69.0%+18.2pp | 69.5%+17.7pp |
| Annual return | 43.99% | 28.93%+15.1pp | 71.31%-27.3pp | 81.00%-37.0pp |
| Employer contribution / active EE | $719 | $1,163-38.2% | $1,983-63.8% | $2,440-70.5% |
| Participant deferral / active EE | $1,111 | $2,394-53.6% | $3,239-65.7% | $3,607-69.2% |
| Admin fee / account holder | $86 | $4,569-98.1% | $6,101-98.6% | $5,124-98.3% |