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 | $5,298 | $108,642-95.1% | $74,701-92.9% | $152,861-96.5% |
| Participation rate | 85.7% | 65.3%+20.4pp | 54.5%+31.3pp | 82.4%+3.3pp |
| Annual return | 85.25% | 114.06%-28.8pp | 752.92%-667.7pp | 345.32%-260.1pp |
| Employer contribution / active EE | $396 | $1,503-73.7% | $1,084-63.5% | $4,762-91.7% |
| Participant deferral / active EE | $3,270 | $2,712+20.6% | $1,964+66.5% | $5,850-44.1% |
| Admin fee / account holder | $24 | $4,902-99.5% | $3,333-99.3% | $11,596-99.8% |