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 | $4,816 | $85,202-94.3% | $172,739-97.2% | $72,985-93.4% |
| Participation rate | 95.1% | 70.1%+25.1pp | 82.6%+12.5pp | 69.5%+25.6pp |
| Annual return | 23.73% | 27.32%-3.6pp | 802.84%-779.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $703 | $3,324-78.8% | $5,143-86.3% | $2,440-71.2% |
| Participant deferral / active EE | $919 | $3,260-71.8% | $5,198-82.3% | $3,607-74.5% |
| Admin fee / account holder | $99 | $5,884-98.3% | $13,954-99.3% | $5,124-98.1% |