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 7-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 | $3,354 | $172,111-98.1% | $150,298-97.8% | $137,256-97.6% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 116.86% | 69.37%+47.5pp | 62.79%+54.1pp | 220.34%-103.5pp |
| Employer contribution / active EE | $875 | $4,636-81.1% | $4,154-78.9% | $4,156-78.9% |
| Participant deferral / active EE | $1,753 | $6,166-71.6% | $5,453-67.9% | $6,407-72.6% |
| Admin fee / account holder | $10 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |