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 4-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 | $2,854 | $46,553-93.9% | $64,056-95.5% | $75,163-96.2% |
| Participation rate | 77.8% | 65.9%+11.8pp | 72.3%+5.5pp | 67.2%+10.6pp |
| Annual return | 65.30% | 26.03%+39.3pp | 33.69%+31.6pp | 160.62%-95.3pp |
| Employer contribution / active EE | $653 | $1,974-66.9% | $2,747-76.2% | $2,670-75.6% |
| Participant deferral / active EE | $1,055 | $2,837-62.8% | $3,880-72.8% | $4,125-74.4% |
| Admin fee / account holder | $96 | $2,952-96.7% | $3,068-96.9% | $5,651-98.3% |