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 | $3,090 | $55,453-94.4% | $170,442-98.2% | $62,292-95.0% |
| Participation rate | 98.2% | 66.4%+31.8pp | 83.6%+14.6pp | 69.5%+28.7pp |
| Annual return | 13.85% | 21.38%-7.5pp | 205.93%-192.1pp | 28.90%-15.0pp |
| Employer contribution / active EE | $956 | $2,164-55.8% | $5,433-82.4% | $2,042-53.2% |
| Participant deferral / active EE | $950 | $2,303-58.8% | $4,939-80.8% | $3,169-70.0% |
| Admin fee / account holder | $144 | $455-68.3% | $13,880-99.0% | $479-69.9% |