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 | $4,531 | $53,516-91.5% | $126,539-96.4% | $84,808-94.7% |
| Participation rate | 85.1% | 58.2%+26.9pp | 69.8%+15.3pp | 68.3%+16.8pp |
| Annual return | 23.36% | 58.34%-35.0pp | 425.95%-402.6pp | 40.90%-17.5pp |
| Employer contribution / active EE | $567 | $1,535-63.0% | $3,674-84.6% | $2,631-78.4% |
| Participant deferral / active EE | $1,206 | $2,671-54.8% | $4,083-70.5% | $4,212-71.4% |
| Admin fee / account holder | $137 | $4,497-96.9% | $6,065-97.7% | $7,344-98.1% |