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 3-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 | $1,885 | $97,125-98.1% | $86,233-97.8% | $137,256-98.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 22.45% | 74.19%-51.7pp | 61.39%-38.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $799 | $2,841-71.9% | $2,504-68.1% | $4,156-80.8% |
| Participant deferral / active EE | $918 | $5,180-82.3% | $4,559-79.9% | $6,407-85.7% |
| Admin fee / account holder | $86 | $9,725-99.1% | $8,342-99.0% | $12,270-99.3% |