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 3-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 | $1,889 | $102,245-98.2% | $89,340-97.9% | $137,256-98.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 29.35% | 21.89%+7.5pp | 20.57%+8.8pp | 220.34%-191.0pp |
| Employer contribution / active EE | $782 | $2,529-69.1% | $2,231-64.9% | $4,156-81.2% |
| Participant deferral / active EE | $1,292 | $4,436-70.9% | $3,823-66.2% | $6,407-79.8% |
| Admin fee / account holder | $155 | $8,085-98.1% | $6,704-97.7% | $12,270-98.7% |