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 6-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 | $7,901 | $118,680-93.3% | $98,907-92.0% | $158,922-95.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+9.0pp |
| Annual return | 13.75% | 372.35%-358.6pp | 196.43%-182.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $533 | $3,333-84.0% | $2,689-80.2% | $4,761-88.8% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $11 | $10,131-99.9% | $6,642-99.8% | $11,246-99.9% |