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 8-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 | $8,355 | $107,334-92.2% | $92,893-91.0% | $152,861-94.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 43.86% | 145.58%-101.7pp | 109.41%-65.6pp | 345.32%-301.5pp |
| Employer contribution / active EE | $1,908 | $4,221-54.8% | $3,653-47.8% | $4,762-59.9% |
| Participant deferral / active EE | $2,819 | $4,845-41.8% | $4,236-33.4% | $5,850-51.8% |
| Admin fee / account holder | $21 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |