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 | $3,770 | $79,694-95.3% | $96,139-96.1% | $79,386-95.3% |
| Participation rate | 73.5% | 54.0%+19.5pp | 68.4%+5.1pp | 70.7%+2.8pp |
| Annual return | 15.50% | 40.84%-25.3pp | 191.94%-176.4pp | 116.85%-101.3pp |
| Employer contribution / active EE | $951 | $1,443-34.1% | $2,797-66.0% | $2,427-60.8% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $10 | $630-98.3% | $5,537-99.8% | $626-98.3% |