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 6-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 | $9,533 | $172,111-94.5% | $150,298-93.7% | $137,256-93.1% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 22.79% | 69.37%-46.6pp | 62.79%-40.0pp | 220.34%-197.6pp |
| Employer contribution / active EE | $985 | $4,636-78.8% | $4,154-76.3% | $4,156-76.3% |
| Participant deferral / active EE | $1,851 | $6,166-70.0% | $5,453-66.0% | $6,407-71.1% |
| Admin fee / account holder | $123 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |