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 | $8,612 | $83,477-89.7% | $125,175-93.1% | $72,985-88.2% |
| Participation rate | 88.6% | 73.3%+15.3pp | 79.8%+8.8pp | 69.5%+19.1pp |
| Annual return | 269.78% | 25.78%+244.0pp | 43.79%+226.0pp | 81.00%+188.8pp |
| Employer contribution / active EE | $564 | $2,345-75.9% | $3,865-85.4% | $2,440-76.9% |
| Participant deferral / active EE | $5,802 | $3,585+61.8% | $4,937+17.5% | $3,607+60.8% |
| Admin fee / account holder | $241 | $5,517-95.6% | $9,702-97.5% | $5,124-95.3% |