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 3-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 | $6,257 | $53,516-88.3% | $126,539-95.1% | $84,808-92.6% |
| Participation rate | 88.6% | 58.2%+30.3pp | 69.8%+18.8pp | 68.3%+20.3pp |
| Annual return | 19.93% | 58.34%-38.4pp | 425.95%-406.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $566 | $1,535-63.1% | $3,674-84.6% | $2,631-78.5% |
| Participant deferral / active EE | $1,883 | $2,671-29.5% | $4,083-53.9% | $4,212-55.3% |
| Admin fee / account holder | $12 | $4,497-99.7% | $6,065-99.8% | $7,344-99.8% |