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 9-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 | $4,721 | $91,037-94.8% | $71,671-93.4% | $147,584-96.8% |
| Participation rate | 73.7% | 76.1%-2.4pp | 68.7%+4.9pp | 82.8%-9.1pp |
| Annual return | 50.12% | 20.48%+29.6pp | 20.65%+29.5pp | 578.55%-528.4pp |
| Employer contribution / active EE | $1,109 | $3,327-66.7% | $2,460-54.9% | $4,876-77.3% |
| Participant deferral / active EE | $2,011 | $4,498-55.3% | $3,438-41.5% | $5,439-63.0% |
| Admin fee / account holder | $113 | $8,613-98.7% | $5,558-98.0% | $10,885-99.0% |