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 | $1,186 | $51,638-97.7% | $68,368-98.3% | $82,448-98.6% |
| Participation rate | 92.1% | 63.6%+28.5pp | 73.8%+18.4pp | 68.1%+24.0pp |
| Annual return | 16.18% | 37.53%-21.4pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $256 | $2,047-87.5% | $2,649-90.3% | $2,551-90.0% |
| Participant deferral / active EE | $607 | $2,914-79.2% | $4,123-85.3% | $4,139-85.3% |
| Admin fee / account holder | $199 | $4,643-95.7% | $5,150-96.1% | $7,234-97.2% |