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 8-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 | $2,495 | $105,931-97.6% | $81,930-97.0% | $158,922-98.4% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.0%+13.7pp | 82.0%+3.8pp |
| Annual return | 28.67% | 38.17%-9.5pp | 29.49%-0.8pp | 302.83%-274.2pp |
| Employer contribution / active EE | $436 | $7,800-94.4% | $4,310-89.9% | $4,761-90.8% |
| Participant deferral / active EE | $688 | $13,003-94.7% | $7,107-90.3% | $5,982-88.5% |
| Admin fee / account holder | $16 | $8,489-99.8% | $5,158-99.7% | $11,246-99.9% |