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 | $15,143 | $63,764-76.3% | $81,930-81.5% | $79,858-81.0% |
| Participation rate | 98.6% | 67.5%+31.1pp | 72.0%+26.6pp | 69.6%+28.9pp |
| Annual return | 64.81% | 22.66%+42.1pp | 29.49%+35.3pp | 31.71%+33.1pp |
| Employer contribution / active EE | $461 | $1,795-74.3% | $4,310-89.3% | $2,471-81.3% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $150 | $4,426-96.6% | $5,158-97.1% | $5,306-97.2% |