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 10-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 | $1,514 | $108,172-98.6% | $77,482-98.0% | $158,922-99.0% |
| Participation rate | 94.4% | 64.4%+30.0pp | 54.2%+40.3pp | 82.0%+12.5pp |
| Annual return | 15.66% | 31.67%-16.0pp | 54.79%-39.1pp | 302.83%-287.2pp |
| Employer contribution / active EE | $129 | $1,325-90.3% | $986-87.0% | $4,761-97.3% |
| Participant deferral / active EE | $317 | $2,456-87.1% | $1,861-83.0% | $5,982-94.7% |
| Admin fee / account holder | $155 | $3,708-95.8% | $2,858-94.6% | $11,246-98.6% |