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 | $11,214 | $106,890-89.5% | $84,015-86.7% | $152,861-92.7% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 23.82% | 104.99%-81.2pp | 71.31%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,176 | $2,734-20.4% | $1,983+9.7% | $4,762-54.3% |
| Participant deferral / active EE | $2,495 | $4,011-37.8% | $3,239-22.9% | $5,850-57.3% |
| Admin fee / account holder | $82 | $8,285-99.0% | $6,101-98.6% | $11,596-99.3% |