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 4-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 | $7,847 | $47,479-83.5% | $62,929-87.5% | $82,448-90.5% |
| Participation rate | 85.3% | 66.9%+18.4pp | 73.1%+12.2pp | 68.1%+17.2pp |
| Annual return | 22.24% | 20.34%+1.9pp | 1063.93%-1041.7pp | 41.64%-19.4pp |
| Employer contribution / active EE | $689 | $1,885-63.5% | $2,505-72.5% | $2,551-73.0% |
| Participant deferral / active EE | $1,274 | $2,870-55.6% | $3,888-67.2% | $4,139-69.2% |
| Admin fee / account holder | $153 | $3,804-96.0% | $5,065-97.0% | $7,234-97.9% |