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 | $2,338 | $48,076-95.1% | $78,689-97.0% | $62,891-96.3% |
| Participation rate | 83.8% | 65.2%+18.6pp | 73.6%+10.2pp | 69.3%+14.5pp |
| Annual return | 69.78% | 31.35%+38.4pp | 62.18%+7.6pp | 20.14%+49.6pp |
| Employer contribution / active EE | $712 | $2,015-64.7% | $2,851-75.0% | $2,281-68.8% |
| Participant deferral / active EE | $997 | $2,588-61.5% | $3,517-71.7% | $3,203-68.9% |
| Admin fee / account holder | $8 | $3,207-99.7% | $4,510-99.8% | $4,296-99.8% |