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 | $3,961 | $63,346-93.7% | $92,233-95.7% | $70,131-94.4% |
| Participation rate | 80.9% | 68.7%+12.2pp | 76.5%+4.4pp | 69.5%+11.3pp |
| Annual return | 215.76% | 530.12%-314.4pp | 176.28%+39.5pp | 73.14%+142.6pp |
| Employer contribution / active EE | $1,024 | $2,471-58.6% | $3,679-72.2% | $2,342-56.3% |
| Participant deferral / active EE | $1,388 | $2,854-51.4% | $3,897-64.4% | $3,332-58.3% |
| Admin fee / account holder | $211 | $3,840-94.5% | $5,194-95.9% | $4,645-95.5% |