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 10-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 | $2,844 | $107,015-97.3% | $73,545-96.1% | $147,584-98.1% |
| Participation rate | 94.1% | 66.4%+27.7pp | 54.9%+39.2pp | 82.8%+11.3pp |
| Annual return | 14.43% | 38.25%-23.8pp | -15.16%+29.6pp | 578.55%-564.1pp |
| Employer contribution / active EE | $413 | $1,760-76.5% | $1,219-66.1% | $4,876-91.5% |
| Participant deferral / active EE | $455 | $2,462-81.5% | $1,806-74.8% | $5,439-91.6% |
| Admin fee / account holder | $14 | $3,055-99.5% | $2,320-99.4% | $10,885-99.9% |