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 8-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 | $4,092 | $72,492-94.4% | $87,100-95.3% | $72,985-94.4% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.9%+10.8pp | 69.5%+18.2pp |
| Annual return | 86.17% | 24.46%+61.7pp | 28.19%+58.0pp | 81.00%+5.2pp |
| Employer contribution / active EE | $1,242 | $1,894-34.4% | $2,521-50.8% | $2,440-49.1% |
| Participant deferral / active EE | $1,951 | $3,270-40.3% | $4,049-51.8% | $3,607-45.9% |
| Admin fee / account holder | $178 | $5,055-96.5% | $7,497-97.6% | $5,124-96.5% |