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 | $2,641 | $91,190-97.1% | $178,490-98.5% | $79,858-96.7% |
| Participation rate | 95.1% | 69.2%+25.9pp | 81.9%+13.2pp | 69.6%+25.5pp |
| Annual return | 22.15% | 24.19%-2.0pp | 151.07%-128.9pp | 31.71%-9.6pp |
| Employer contribution / active EE | $650 | $3,256-80.0% | $5,011-87.0% | $2,471-73.7% |
| Participant deferral / active EE | $1,852 | $3,236-42.8% | $5,202-64.4% | $3,740-50.5% |
| Admin fee / account holder | $285 | $6,751-95.8% | $13,984-98.0% | $5,306-94.6% |