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 | $2,770 | $56,114-95.1% | $96,139-97.1% | $85,850-96.8% |
| Participation rate | 97.4% | 56.7%+40.6pp | 68.4%+28.9pp | 69.3%+28.1pp |
| Annual return | 15.18% | 42.30%-27.1pp | 191.94%-176.8pp | 318.53%-303.4pp |
| Employer contribution / active EE | $931 | $1,620-42.5% | $2,797-66.7% | $2,565-63.7% |
| Participant deferral / active EE | $1,547 | $2,859-45.9% | $4,349-64.4% | $3,952-60.9% |
| Admin fee / account holder | $185 | $3,768-95.1% | $5,537-96.7% | $6,260-97.0% |