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 10-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 | $3,675 | $176,377-97.9% | $134,143-97.3% | $158,922-97.7% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 33.65% | 63.63%-30.0pp | 36.33%-2.7pp | 302.83%-269.2pp |
| Employer contribution / active EE | $657 | $5,040-87.0% | $3,704-82.3% | $4,761-86.2% |
| Participant deferral / active EE | $1,084 | $4,091-73.5% | $3,499-69.0% | $5,982-81.9% |
| Admin fee / account holder | $22 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |