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 4-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 | $2,309 | $85,022-97.3% | $70,515-96.7% | $139,434-98.3% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 31.87% | 30.38%+1.5pp | 32.77%-0.9pp | 372.94%-341.1pp |
| Employer contribution / active EE | $761 | $3,909-80.5% | $2,973-74.4% | $4,751-84.0% |
| Participant deferral / active EE | $1,117 | $5,890-81.0% | $4,567-75.5% | $6,710-83.4% |
| Admin fee / account holder | $5 | $8,906-99.9% | $6,412-99.9% | $11,403-100.0% |