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 | $6,344 | $70,428-91.0% | $96,562-93.4% | $85,850-92.6% |
| Participation rate | 92.0% | 61.8%+30.2pp | 69.8%+22.2pp | 69.3%+22.7pp |
| Annual return | 26.02% | 18.59%+7.4pp | 37.78%-11.8pp | 318.53%-292.5pp |
| Employer contribution / active EE | $717 | $1,413-49.3% | $2,356-69.6% | $2,565-72.0% |
| Participant deferral / active EE | $1,710 | $2,894-40.9% | $3,849-55.6% | $3,952-56.7% |
| Admin fee / account holder | $138 | $4,997-97.2% | $6,181-97.8% | $6,260-97.8% |