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 9-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 | $12,722 | $76,000-83.3% | $154,107-91.7% | $64,186-80.2% |
| Participation rate | 97.3% | 70.4%+26.9pp | 83.0%+14.3pp | 69.6%+27.7pp |
| Annual return | 105.33% | 30.32%+75.0pp | 735.12%-629.8pp | 7.63%+97.7pp |
| Employer contribution / active EE | $440 | $3,351-86.9% | $5,298-91.7% | $2,381-81.5% |
| Participant deferral / active EE | $1,044 | $3,175-67.1% | $5,081-79.4% | $3,470-69.9% |
| Admin fee / account holder | $160 | $5,596-97.1% | $13,411-98.8% | $4,888-96.7% |