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 | $6,462 | $63,346-89.8% | $92,233-93.0% | $70,131-90.8% |
| Participation rate | 86.7% | 68.7%+18.0pp | 76.5%+10.2pp | 69.5%+17.1pp |
| Annual return | 23.79% | 530.12%-506.3pp | 176.28%-152.5pp | 73.14%-49.3pp |
| Employer contribution / active EE | $911 | $2,471-63.1% | $3,679-75.2% | $2,342-61.1% |
| Participant deferral / active EE | $2,607 | $2,854-8.7% | $3,897-33.1% | $3,332-21.8% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |