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 7-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 | $2,365 | $58,512-96.0% | $84,015-97.2% | $72,985-96.8% |
| Participation rate | 74.4% | 61.2%+13.2pp | 69.0%+5.4pp | 69.5%+4.9pp |
| Annual return | 34.73% | 28.93%+5.8pp | 71.31%-36.6pp | 81.00%-46.3pp |
| Employer contribution / active EE | $541 | $1,163-53.5% | $1,983-72.7% | $2,440-77.8% |
| Participant deferral / active EE | $1,122 | $2,394-53.1% | $3,239-65.4% | $3,607-68.9% |
| Admin fee / account holder | $9 | $4,569-99.8% | $6,101-99.9% | $5,124-99.8% |