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 7-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 | $3,847 | $91,190-95.8% | $178,490-97.8% | $79,858-95.2% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 36.82% | 24.19%+12.6pp | 151.07%-114.2pp | 31.71%+5.1pp |
| Employer contribution / active EE | $545 | $3,256-83.2% | $5,011-89.1% | $2,471-77.9% |
| Participant deferral / active EE | $1,396 | $3,236-56.9% | $5,202-73.2% | $3,740-62.7% |
| Admin fee / account holder | $12 | $6,751-99.8% | $13,984-99.9% | $5,306-99.8% |