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 | $4,052 | $101,069-96.0% | $81,478-95.0% | $147,584-97.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 119.62% | 32.40%+87.2pp | 38.78%+80.8pp | 578.55%-458.9pp |
| Employer contribution / active EE | $703 | $3,205-78.1% | $2,568-72.6% | $4,876-85.6% |
| Participant deferral / active EE | $2,032 | $4,242-52.1% | $3,537-42.5% | $5,439-62.6% |
| Admin fee / account holder | $74 | $5,812-98.7% | $4,561-98.4% | $10,885-99.3% |