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 | $7,424 | $114,047-93.5% | $96,139-92.3% | $167,490-95.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 16.71% | 189.88%-173.2pp | 191.94%-175.2pp | 478.56%-461.9pp |
| Employer contribution / active EE | $653 | $3,427-80.9% | $2,797-76.7% | $4,837-86.5% |
| Participant deferral / active EE | $1,605 | $5,194-69.1% | $4,349-63.1% | $6,341-74.7% |
| Admin fee / account holder | $65 | $6,897-99.1% | $5,537-98.8% | $12,309-99.5% |