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 | $10,463 | $85,202-87.7% | $172,739-93.9% | $72,985-85.7% |
| Participation rate | 90.4% | 70.1%+20.4pp | 82.6%+7.8pp | 69.5%+20.9pp |
| Annual return | 26.40% | 27.32%-0.9pp | 802.84%-776.4pp | 81.00%-54.6pp |
| Employer contribution / active EE | $1,809 | $3,324-45.6% | $5,143-64.8% | $2,440-25.9% |
| Participant deferral / active EE | $1,156 | $3,260-64.5% | $5,198-77.8% | $3,607-68.0% |
| Admin fee / account holder | $266 | $5,884-95.5% | $13,954-98.1% | $5,124-94.8% |