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 | $4,914 | $100,852-95.1% | $90,404-94.6% | $158,922-96.9% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 23.03% | 1724.20%-1701.2pp | 1293.02%-1270.0pp | 302.83%-279.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,863 | $4,348-57.2% | $3,963-53.0% | $5,982-68.9% |
| Admin fee / account holder | $19 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |