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 5-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 | $1,394 | $115,708-98.8% | $65,255-97.9% | $139,434-99.0% |
| Participation rate | 75.0% | 67.8%+7.2pp | 65.0%+10.0pp | 80.3%-5.3pp |
| Annual return | 35.89% | 31.19%+4.7pp | 47.35%-11.5pp | 372.94%-337.1pp |
| Employer contribution / active EE | $371 | $2,599-85.7% | $1,691-78.1% | $4,751-92.2% |
| Participant deferral / active EE | $820 | $4,240-80.7% | $2,831-71.0% | $6,710-87.8% |
| Admin fee / account holder | $167 | $6,698-97.5% | $4,112-95.9% | $11,403-98.5% |