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 4-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 | $10,281 | $133,922-92.3% | $116,228-91.2% | $142,382-92.8% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.6%+19.6pp | 80.1%+14.0pp |
| Annual return | 19.30% | 147.76%-128.5pp | 90.06%-70.8pp | 217.08%-197.8pp |
| Employer contribution / active EE | $790 | $3,446-77.1% | $2,994-73.6% | $4,299-81.6% |
| Participant deferral / active EE | $2,044 | $5,672-64.0% | $4,953-58.7% | $6,507-68.6% |
| Admin fee / account holder | $15 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |