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 | $612 | $176,377-99.7% | $134,143-99.5% | $158,922-99.6% |
| Participation rate | 81.8% | 78.7%+3.1pp | 72.2%+9.6pp | 82.0%-0.1pp |
| Annual return | 8.54% | 63.63%-55.1pp | 36.33%-27.8pp | 302.83%-294.3pp |
| Employer contribution / active EE | $36 | $5,040-99.3% | $3,704-99.0% | $4,761-99.2% |
| Participant deferral / active EE | $43 | $4,091-98.9% | $3,499-98.8% | $5,982-99.3% |
| Admin fee / account holder | $9 | $8,718-99.9% | $6,684-99.9% | $11,246-99.9% |