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 6-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 | $752 | $39,019-98.1% | $80,716-99.1% | $85,850-99.1% |
| Participation rate | 90.7% | 41.5%+49.2pp | 54.2%+36.5pp | 69.3%+21.4pp |
| Annual return | 21.55% | 26.27%-4.7pp | 87.28%-65.7pp | 318.53%-297.0pp |
| Employer contribution / active EE | $431 | $722-40.3% | $1,160-62.8% | $2,565-83.2% |
| Participant deferral / active EE | $443 | $1,326-66.5% | $2,146-79.3% | $3,952-88.8% |
| Admin fee / account holder | $111 | $2,431-95.4% | $3,380-96.7% | $6,260-98.2% |