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 8-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 | $4,689 | $107,334-95.6% | $92,893-95.0% | $152,861-96.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 40.83% | 145.58%-104.7pp | 109.41%-68.6pp | 345.32%-304.5pp |
| Employer contribution / active EE | $1,288 | $4,221-69.5% | $3,653-64.8% | $4,762-73.0% |
| Participant deferral / active EE | $2,026 | $4,845-58.2% | $4,236-52.2% | $5,850-65.4% |
| Admin fee / account holder | $37 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |