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 | $5,758 | $91,190-93.7% | $178,490-96.8% | $79,858-92.8% |
| Participation rate | 77.1% | 69.2%+7.9pp | 81.9%-4.8pp | 69.6%+7.5pp |
| Annual return | 48.27% | 24.19%+24.1pp | 151.07%-102.8pp | 31.71%+16.6pp |
| Employer contribution / active EE | $695 | $3,256-78.7% | $5,011-86.1% | $2,471-71.9% |
| Participant deferral / active EE | $2,018 | $3,236-37.6% | $5,202-61.2% | $3,740-46.0% |
| Admin fee / account holder | $46 | $6,751-99.3% | $13,984-99.7% | $5,306-99.1% |