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 | $2,279 | $110,502-97.9% | $80,716-97.2% | $167,490-98.6% |
| Participation rate | 92.9% | 64.0%+28.9pp | 54.2%+38.7pp | 82.1%+10.8pp |
| Annual return | 36.84% | 120.54%-83.7pp | 87.28%-50.4pp | 478.56%-441.7pp |
| Employer contribution / active EE | $1,440 | $1,543-6.7% | $1,160+24.1% | $4,837-70.2% |
| Participant deferral / active EE | $776 | $2,871-73.0% | $2,146-63.8% | $6,341-87.8% |
| Admin fee / account holder | $40 | $4,545-99.1% | $3,380-98.8% | $12,309-99.7% |