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 | $12,253 | $107,334-88.6% | $92,893-86.8% | $152,861-92.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.28% | 145.58%-126.3pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,730 | $4,221-59.0% | $3,653-52.6% | $4,762-63.7% |
| Participant deferral / active EE | $3,341 | $4,845-31.0% | $4,236-21.1% | $5,850-42.9% |
| Admin fee / account holder | $114 | $7,079-98.4% | $5,794-98.0% | $11,596-99.0% |