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 | $5,947 | $102,616-94.2% | $81,983-92.7% | $158,922-96.3% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.2%+19.6pp | 82.0%+6.9pp |
| Annual return | 52.86% | 61.04%-8.2pp | 41.31%+11.6pp | 302.83%-250.0pp |
| Employer contribution / active EE | $1,205 | $3,240-62.8% | $2,498-51.8% | $4,761-74.7% |
| Participant deferral / active EE | $2,725 | $4,648-41.4% | $3,722-26.8% | $5,982-54.4% |
| Admin fee / account holder | $26 | $8,235-99.7% | $5,664-99.5% | $11,246-99.8% |