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 | $10,232 | $112,881-90.9% | $90,951-88.8% | $158,922-93.6% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 44.50% | 215.79%-171.3pp | 134.60%-90.1pp | 302.83%-258.3pp |
| Employer contribution / active EE | $1,259 | $2,893-56.5% | $2,122-40.7% | $4,761-73.6% |
| Participant deferral / active EE | $3,089 | $4,128-25.2% | $3,373-8.4% | $5,982-48.4% |
| Admin fee / account holder | $30 | $8,041-99.6% | $5,959-99.5% | $11,246-99.7% |