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 | $5,222 | $85,202-93.9% | $172,739-97.0% | $72,985-92.8% |
| Participation rate | 95.5% | 70.1%+25.5pp | 82.6%+12.9pp | 69.5%+26.0pp |
| Annual return | 37.48% | 27.32%+10.2pp | 802.84%-765.4pp | 81.00%-43.5pp |
| Employer contribution / active EE | $1,860 | $3,324-44.1% | $5,143-63.8% | $2,440-23.8% |
| Participant deferral / active EE | $1,627 | $3,260-50.1% | $5,198-68.7% | $3,607-54.9% |
| Admin fee / account holder | $65 | $5,884-98.9% | $13,954-99.5% | $5,124-98.7% |