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 | $4,557 | $79,449-94.3% | $189,557-97.6% | $85,850-94.7% |
| Participation rate | 94.1% | 66.0%+28.1pp | 78.4%+15.7pp | 69.3%+24.8pp |
| Annual return | 20.60% | 18.45%+2.2pp | 64.17%-43.6pp | 318.53%-297.9pp |
| Employer contribution / active EE | $633 | $2,081-69.6% | $4,412-85.6% | $2,565-75.3% |
| Participant deferral / active EE | $2,047 | $4,051-49.5% | $6,174-66.8% | $3,952-48.2% |
| Admin fee / account holder | $52 | $5,377-99.0% | $9,807-99.5% | $6,260-99.2% |