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 | $4,794 | $115,708-95.9% | $65,255-92.7% | $139,434-96.6% |
| Participation rate | 90.0% | 67.8%+22.2pp | 65.0%+25.0pp | 80.3%+9.7pp |
| Annual return | 16.21% | 31.19%-15.0pp | 47.35%-31.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $516 | $2,599-80.1% | $1,691-69.5% | $4,751-89.1% |
| Participant deferral / active EE | $1,606 | $4,240-62.1% | $2,831-43.3% | $6,710-76.1% |
| Admin fee / account holder | $112 | $6,698-98.3% | $4,112-97.3% | $11,403-99.0% |