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 | $5,250 | $105,126-95.0% | $94,646-94.5% | $139,434-96.2% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 82.61% | 38.03%+44.6pp | 156.71%-74.1pp | 372.94%-290.3pp |
| Employer contribution / active EE | $894 | $4,106-78.2% | $3,672-75.6% | $4,751-81.2% |
| Participant deferral / active EE | $2,796 | $7,599-63.2% | $7,418-62.3% | $6,710-58.3% |
| Admin fee / account holder | $14 | $8,984-99.8% | $7,231-99.8% | $11,403-99.9% |