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 | $4,790 | $77,419-93.8% | $69,455-93.1% | $152,861-96.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 19.81% | 39.06%-19.3pp | 28.97%-9.2pp | 345.32%-325.5pp |
| Employer contribution / active EE | $601 | $3,315-81.9% | $2,779-78.4% | $4,762-87.4% |
| Participant deferral / active EE | $1,671 | $4,414-62.1% | $3,535-52.7% | $5,850-71.4% |
| Admin fee / account holder | $34 | $6,207-99.5% | $3,839-99.1% | $11,596-99.7% |