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 8-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 | $2,661 | $38,365-93.1% | $84,611-96.9% | $65,185-95.9% |
| Participation rate | 77.5% | 55.7%+21.8pp | 68.2%+9.2pp | 70.2%+7.3pp |
| Annual return | 36.39% | 32.00%+4.4pp | 258.74%-222.4pp | 29.38%+7.0pp |
| Employer contribution / active EE | $550 | $1,258-56.3% | $2,652-79.3% | $2,177-74.7% |
| Participant deferral / active EE | $992 | $2,278-56.5% | $3,899-74.6% | $3,514-71.8% |
| Admin fee / account holder | $251 | $451-44.3% | $4,912-94.9% | $847-70.3% |