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 5-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 | $1,169 | $22,587-94.8% | $65,255-98.2% | $75,163-98.4% |
| Participation rate | 88.5% | 63.1%+25.4pp | 65.0%+23.5pp | 67.2%+21.3pp |
| Annual return | 26.88% | 71.03%-44.2pp | 47.35%-20.5pp | 160.62%-133.7pp |
| Employer contribution / active EE | $384 | $941-59.2% | $1,691-77.3% | $2,670-85.6% |
| Participant deferral / active EE | $717 | $1,695-57.7% | $2,831-74.7% | $4,125-82.6% |
| Admin fee / account holder | $239 | $1,876-87.3% | $4,112-94.2% | $5,651-95.8% |