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 7-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 | $3,108 | $60,124-94.8% | $90,404-96.6% | $79,858-96.1% |
| Participation rate | 82.4% | 65.0%+17.4pp | 72.7%+9.7pp | 69.6%+12.7pp |
| Annual return | 36.53% | 71.94%-35.4pp | 1293.02%-1256.5pp | 31.71%+4.8pp |
| Employer contribution / active EE | $943 | $2,068-54.4% | $3,262-71.1% | $2,471-61.8% |
| Participant deferral / active EE | $1,223 | $2,938-58.4% | $3,963-69.1% | $3,740-67.3% |
| Admin fee / account holder | $154 | $3,976-96.1% | $5,611-97.3% | $5,306-97.1% |