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 | $3,400 | $88,594-96.2% | $70,092-95.1% | $134,475-97.5% |
| Participation rate | 92.3% | 74.9%+17.4pp | 70.5%+21.8pp | 81.2%+11.1pp |
| Annual return | -20.40% | 442.67%-463.1pp | 190.73%-211.1pp | 417.96%-438.4pp |
| Employer contribution / active EE | $528 | $3,233-83.7% | $2,559-79.4% | $4,740-88.9% |
| Participant deferral / active EE | $889 | $4,772-81.4% | $3,849-76.9% | $6,400-86.1% |
| Admin fee / account holder | $180 | $10,441-98.3% | $6,267-97.1% | $11,426-98.4% |