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 9-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 | $1,560 | $54,541-97.1% | $78,778-98.0% | $70,131-97.8% |
| Participation rate | 71.4% | 60.8%+10.6pp | 69.2%+2.2pp | 69.5%+1.9pp |
| Annual return | 68.27% | 21.07%+47.2pp | 35.62%+32.6pp | 73.14%-4.9pp |
| Employer contribution / active EE | $237 | $1,089-78.2% | $1,986-88.1% | $2,342-89.9% |
| Participant deferral / active EE | $993 | $2,210-55.1% | $2,958-66.4% | $3,332-70.2% |
| Admin fee / account holder | $24 | $3,709-99.3% | $5,134-99.5% | $4,645-99.5% |