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 | $4,468 | $98,750-95.5% | $149,696-97.0% | $79,858-94.4% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 62.97% | 27.43%+35.5pp | 276.60%-213.6pp | 31.71%+31.3pp |
| Employer contribution / active EE | $776 | $3,216-75.9% | $4,644-83.3% | $2,471-68.6% |
| Participant deferral / active EE | $3,007 | $5,680-47.1% | $6,842-56.1% | $3,740-19.6% |
| Admin fee / account holder | $68 | $6,053-98.9% | $9,309-99.3% | $5,306-98.7% |