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 4-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 | $1,047 | $163,101-99.4% | $136,749-99.2% | $142,382-99.3% |
| Participation rate | 93.8% | 78.2%+15.5pp | 72.1%+21.6pp | 80.1%+13.6pp |
| Annual return | 19.23% | 27.54%-8.3pp | 24.33%-5.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $22 | $14,318-99.8% | $11,386-99.8% | $12,624-99.8% |