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 | $3,782 | $99,020-96.2% | $86,590-95.6% | $147,584-97.4% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 70.83% | 1312.34%-1241.5pp | 964.84%-894.0pp | 578.55%-507.7pp |
| Employer contribution / active EE | $649 | $3,132-79.3% | $2,839-77.1% | $4,876-86.7% |
| Participant deferral / active EE | $1,798 | $3,972-54.7% | $3,609-50.2% | $5,439-66.9% |
| Admin fee / account holder | $159 | $5,710-97.2% | $4,906-96.8% | $10,885-98.5% |