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 | $12,760 | $65,561-80.5% | $86,188-85.2% | $75,163-83.0% |
| Participation rate | 98.9% | 60.5%+38.4pp | 69.0%+30.0pp | 67.2%+31.7pp |
| Annual return | 19.67% | 46.05%-26.4pp | 1168.45%-1148.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,827 | $1,553+17.7% | $2,380-23.2% | $2,670-31.6% |
| Participant deferral / active EE | $1,890 | $3,024-37.5% | $3,985-52.6% | $4,125-54.2% |
| Admin fee / account holder | $286 | $5,474-94.8% | $6,852-95.8% | $5,651-94.9% |