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 | $5,270 | $106,890-95.1% | $84,015-93.7% | $152,861-96.6% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 40.70% | 104.99%-64.3pp | 71.31%-30.6pp | 345.32%-304.6pp |
| Employer contribution / active EE | $1,572 | $2,734-42.5% | $1,983-20.8% | $4,762-67.0% |
| Participant deferral / active EE | $1,528 | $4,011-61.9% | $3,239-52.8% | $5,850-73.9% |
| Admin fee / account holder | $38 | $8,285-99.5% | $6,101-99.4% | $11,596-99.7% |