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 | $3,732 | $34,308-89.1% | $74,701-95.0% | $72,985-94.9% |
| Participation rate | 84.4% | 42.4%+42.0pp | 54.5%+29.9pp | 69.5%+14.9pp |
| Annual return | 62.61% | 26.58%+36.0pp | 752.92%-690.3pp | 81.00%-18.4pp |
| Employer contribution / active EE | $875 | $692+26.6% | $1,084-19.2% | $2,440-64.1% |
| Participant deferral / active EE | $2,277 | $1,271+79.1% | $1,964+15.9% | $3,607-36.9% |
| Admin fee / account holder | $14 | $2,124-99.3% | $3,333-99.6% | $5,124-99.7% |