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 | $102,245-97.8% | $89,340-97.4% | $137,256-98.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.78% | 21.89%-1.1pp | 20.57%+0.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $427 | $2,529-83.1% | $2,231-80.9% | $4,156-89.7% |
| Participant deferral / active EE | $1,616 | $4,436-63.6% | $3,823-57.7% | $6,407-74.8% |
| Admin fee / account holder | $141 | $8,085-98.3% | $6,704-97.9% | $12,270-98.9% |