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 3-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 | $2,601 | $77,899-96.7% | $149,673-98.3% | $75,163-96.5% |
| Participation rate | 84.2% | 65.6%+18.6pp | 78.8%+5.4pp | 67.2%+17.0pp |
| Annual return | 34.78% | 31.72%+3.1pp | 134.42%-99.6pp | 160.62%-125.8pp |
| Employer contribution / active EE | $465 | $3,137-85.2% | $4,818-90.4% | $2,670-82.6% |
| Participant deferral / active EE | $949 | $3,411-72.2% | $5,680-83.3% | $4,125-77.0% |
| Admin fee / account holder | $8 | $5,956-99.9% | $13,210-99.9% | $5,651-99.9% |