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 | $3,607 | $110,809-96.7% | $86,874-95.8% | $167,490-97.8% |
| Participation rate | 95.8% | 75.8%+20.0pp | 71.6%+24.2pp | 82.1%+13.7pp |
| Annual return | 104.04% | 116.98%-12.9pp | 63.52%+40.5pp | 478.56%-374.5pp |
| Employer contribution / active EE | $266 | $3,244-91.8% | $2,495-89.3% | $4,837-94.5% |
| Participant deferral / active EE | $1,329 | $4,546-70.8% | $3,699-64.1% | $6,341-79.0% |
| Admin fee / account holder | $280 | $8,415-96.7% | $5,828-95.2% | $12,309-97.7% |