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 | $4,220 | $102,966-95.9% | $90,281-95.3% | $152,861-97.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 30.91% | 95.16%-64.3pp | 78.10%-47.2pp | 345.32%-314.4pp |
| Employer contribution / active EE | $1,147 | $3,139-63.5% | $2,854-59.8% | $4,762-75.9% |
| Participant deferral / active EE | $1,845 | $4,281-56.9% | $3,885-52.5% | $5,850-68.5% |
| Admin fee / account holder | $278 | $6,171-95.5% | $5,351-94.8% | $11,596-97.6% |