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 | $2,807 | $149,040-98.1% | $120,225-97.7% | $137,256-98.0% |
| Participation rate | 77.8% | 75.4%+2.4pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 19.17% | 605.68%-586.5pp | 439.23%-420.1pp | 220.34%-201.2pp |
| Employer contribution / active EE | $474 | $4,350-89.1% | $3,475-86.4% | $4,156-88.6% |
| Participant deferral / active EE | $647 | $4,655-86.1% | $3,999-83.8% | $6,407-89.9% |
| Admin fee / account holder | $280 | $6,348-95.6% | $5,696-95.1% | $12,270-97.7% |