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 | $5,020 | $107,334-95.3% | $92,893-94.6% | $152,861-96.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 51.72% | 145.58%-93.9pp | 109.41%-57.7pp | 345.32%-293.6pp |
| Employer contribution / active EE | $1,671 | $4,221-60.4% | $3,653-54.3% | $4,762-64.9% |
| Participant deferral / active EE | $2,358 | $4,845-51.3% | $4,236-44.3% | $5,850-59.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |