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 | $3,263 | $48,795-93.3% | $65,493-95.0% | $84,808-96.2% |
| Participation rate | 89.7% | 67.0%+22.7pp | 73.1%+16.6pp | 68.3%+21.4pp |
| Annual return | 12.80% | 20.20%-7.4pp | 982.45%-969.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $773 | $1,930-59.9% | $2,574-70.0% | $2,631-70.6% |
| Participant deferral / active EE | $1,220 | $2,928-58.4% | $3,961-69.2% | $4,212-71.0% |
| Admin fee / account holder | $227 | $3,877-94.1% | $5,028-95.5% | $7,344-96.9% |