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 7-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 | $4,885 | $63,764-92.3% | $81,930-94.0% | $79,858-93.9% |
| Participation rate | 77.4% | 67.5%+9.9pp | 72.0%+5.4pp | 69.6%+7.8pp |
| Annual return | 49.95% | 22.66%+27.3pp | 29.49%+20.5pp | 31.71%+18.2pp |
| Employer contribution / active EE | $480 | $1,795-73.2% | $4,310-88.9% | $2,471-80.6% |
| Participant deferral / active EE | $1,797 | $2,780-35.4% | $7,107-74.7% | $3,740-51.9% |
| Admin fee / account holder | $200 | $4,426-95.5% | $5,158-96.1% | $5,306-96.2% |