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 | $47,479-93.1% | $62,929-94.8% | $82,448-96.0% |
| Participation rate | 89.7% | 66.9%+22.8pp | 73.1%+16.6pp | 68.1%+21.6pp |
| Annual return | 12.80% | 20.34%-7.5pp | 1063.93%-1051.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $773 | $1,885-59.0% | $2,505-69.1% | $2,551-69.7% |
| Participant deferral / active EE | $1,220 | $2,870-57.5% | $3,888-68.6% | $4,139-70.5% |
| Admin fee / account holder | $227 | $3,804-94.0% | $5,065-95.5% | $7,234-96.9% |