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 | $2,836 | $102,966-97.2% | $90,281-96.9% | $152,861-98.1% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 34.03% | 95.16%-61.1pp | 78.10%-44.1pp | 345.32%-311.3pp |
| Employer contribution / active EE | $728 | $3,139-76.8% | $2,854-74.5% | $4,762-84.7% |
| Participant deferral / active EE | $1,223 | $4,281-71.4% | $3,885-68.5% | $5,850-79.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |