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 | $2,195 | $90,503-97.6% | $78,689-97.2% | $273,961-99.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 15.02% | 75.60%-60.6pp | 62.18%-47.2pp | 41.45%-26.4pp |
| Employer contribution / active EE | $120 | $3,176-96.2% | $2,851-95.8% | $4,869-97.5% |
| Participant deferral / active EE | $750 | $3,901-80.8% | $3,517-78.7% | $5,287-85.8% |
| Admin fee / account holder | $9 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |