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 | $10,465 | $55,706-81.2% | $75,886-86.2% | $72,985-85.7% |
| Participation rate | 80.9% | 61.1%+19.7pp | 69.3%+11.6pp | 69.5%+11.4pp |
| Annual return | 712.14% | 27.59%+684.6pp | 30.76%+681.4pp | 81.00%+631.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,033 | $2,634-22.8% | $3,603-43.6% | $3,607-43.7% |
| Admin fee / account holder | $158 | $3,978-96.0% | $5,418-97.1% | $5,124-96.9% |