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 6-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 | $2,673 | $95,416-97.2% | $185,823-98.6% | $85,850-96.9% |
| Participation rate | 94.7% | 68.8%+26.0pp | 81.7%+13.0pp | 69.3%+25.4pp |
| Annual return | 17.40% | 23.59%-6.2pp | 122.05%-104.6pp | 318.53%-301.1pp |
| Employer contribution / active EE | $495 | $3,314-85.1% | $5,167-90.4% | $2,565-80.7% |
| Participant deferral / active EE | $1,905 | $3,423-44.4% | $5,568-65.8% | $3,952-51.8% |
| Admin fee / account holder | $156 | $7,213-97.8% | $16,237-99.0% | $6,260-97.5% |