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 9-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 | $3,821 | $118,919-96.8% | $88,538-95.7% | $152,861-97.5% |
| Participation rate | 71.4% | 73.4%-1.9pp | 68.7%+2.7pp | 82.4%-11.0pp |
| Annual return | 26.19% | 47.92%-21.7pp | 43.64%-17.5pp | 345.32%-319.1pp |
| Employer contribution / active EE | $381 | $2,669-85.7% | $2,098-81.8% | $4,762-92.0% |
| Participant deferral / active EE | $609 | $3,549-82.8% | $2,914-79.1% | $5,850-89.6% |
| Admin fee / account holder | $36 | $5,876-99.4% | $4,310-99.2% | $11,596-99.7% |