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 | $4,641 | $108,172-95.7% | $77,482-94.0% | $158,922-97.1% |
| Participation rate | 89.5% | 64.4%+25.0pp | 54.2%+35.3pp | 82.0%+7.5pp |
| Annual return | 24.04% | 31.67%-7.6pp | 54.79%-30.7pp | 302.83%-278.8pp |
| Employer contribution / active EE | $770 | $1,325-41.9% | $986-22.0% | $4,761-83.8% |
| Participant deferral / active EE | $1,918 | $2,456-21.9% | $1,861+3.1% | $5,982-67.9% |
| Admin fee / account holder | $283 | $3,708-92.4% | $2,858-90.1% | $11,246-97.5% |