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 | $2,297 | $107,452-97.9% | $91,541-97.5% | $142,382-98.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.78% | 22.06%-1.3pp | 20.50%+0.3pp | 217.08%-196.3pp |
| Employer contribution / active EE | $427 | $2,994-85.7% | $2,505-83.0% | $4,299-90.1% |
| Participant deferral / active EE | $1,616 | $4,754-66.0% | $4,008-59.7% | $6,507-75.2% |
| Admin fee / account holder | $141 | $8,834-98.4% | $6,956-98.0% | $12,624-98.9% |