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 | $6,027 | $104,907-94.3% | $84,611-92.9% | $152,861-96.1% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.4%+5.1pp |
| Annual return | 27.02% | 373.79%-346.8pp | 258.74%-231.7pp | 345.32%-318.3pp |
| Employer contribution / active EE | $929 | $3,302-71.9% | $2,652-65.0% | $4,762-80.5% |
| Participant deferral / active EE | $1,972 | $4,688-57.9% | $3,899-49.4% | $5,850-66.3% |
| Admin fee / account holder | $182 | $6,241-97.1% | $4,912-96.3% | $11,596-98.4% |