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 | $2,939 | $110,261-97.3% | $95,745-96.9% | $139,434-97.9% |
| Participation rate | 90.9% | 75.8%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 31.64% | 27.11%+4.5pp | 28.35%+3.3pp | 372.94%-341.3pp |
| Employer contribution / active EE | $1,035 | $3,257-68.2% | $2,835-63.5% | $4,751-78.2% |
| Participant deferral / active EE | $1,277 | $4,676-72.7% | $4,245-69.9% | $6,710-81.0% |
| Admin fee / account holder | $78 | $6,613-98.8% | $5,678-98.6% | $11,403-99.3% |