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 | $3,738 | $65,395-94.3% | $182,532-98.0% | $72,985-94.9% |
| Participation rate | 97.2% | 65.4%+31.8pp | 78.0%+19.2pp | 69.5%+27.7pp |
| Annual return | 30.22% | 27.68%+2.5pp | 148.54%-118.3pp | 81.00%-50.8pp |
| Employer contribution / active EE | $1,008 | $1,911-47.2% | $4,076-75.3% | $2,440-58.7% |
| Participant deferral / active EE | $1,565 | $3,563-56.1% | $5,524-71.7% | $3,607-56.6% |
| Admin fee / account holder | $17 | $4,245-99.6% | $8,592-99.8% | $5,124-99.7% |