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 7-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 | $6,883 | $108,172-93.6% | $77,482-91.1% | $158,922-95.7% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.8pp |
| Annual return | 24.91% | 31.67%-6.8pp | 54.79%-29.9pp | 302.83%-277.9pp |
| Employer contribution / active EE | $520 | $1,325-60.7% | $986-47.2% | $4,761-89.1% |
| Participant deferral / active EE | $1,793 | $2,456-27.0% | $1,861-3.7% | $5,982-70.0% |
| Admin fee / account holder | $61 | $3,708-98.4% | $2,858-97.9% | $11,246-99.5% |