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 | $2,289 | $48,230-95.3% | $67,502-96.6% | $80,856-97.2% |
| Participation rate | 88.1% | 66.4%+21.8pp | 72.9%+15.3pp | 67.6%+20.5pp |
| Annual return | 17.11% | 18.28%-1.2pp | 3512.12%-3495.0pp | 35.59%-18.5pp |
| Employer contribution / active EE | $749 | $2,020-62.9% | $2,731-72.6% | $2,755-72.8% |
| Participant deferral / active EE | $1,063 | $2,924-63.6% | $4,000-73.4% | $4,296-75.2% |
| Admin fee / account holder | $268 | $3,681-92.7% | $3,998-93.3% | $6,918-96.1% |