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 | $5,205 | $61,660-91.6% | $80,019-93.5% | $64,186-91.9% |
| Participation rate | 92.2% | 71.7%+20.5pp | 75.8%+16.4pp | 69.6%+22.6pp |
| Annual return | 714.73% | -0.33%+715.1pp | 11.22%+703.5pp | 7.63%+707.1pp |
| Employer contribution / active EE | $867 | $1,810-52.1% | $2,468-64.9% | $2,381-63.6% |
| Participant deferral / active EE | $1,531 | $2,968-48.4% | $3,686-58.5% | $3,470-55.9% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |