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 7-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 | $4,558 | $65,041-93.0% | $90,951-95.0% | $79,858-94.3% |
| Participation rate | 73.3% | 61.6%+11.7pp | 69.0%+4.3pp | 69.6%+3.7pp |
| Annual return | 47.22% | 30.45%+16.8pp | 134.60%-87.4pp | 31.71%+15.5pp |
| Employer contribution / active EE | $295 | $1,247-76.4% | $2,122-86.1% | $2,471-88.1% |
| Participant deferral / active EE | $1,453 | $2,512-42.2% | $3,373-56.9% | $3,740-61.2% |
| Admin fee / account holder | $37 | $4,536-99.2% | $5,959-99.4% | $5,306-99.3% |