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 7-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 | $6,186 | $95,561-93.5% | $77,163-92.0% | $139,434-95.6% |
| Participation rate | 87.5% | 73.9%+13.6pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 20.35% | 54.92%-34.6pp | 37.87%-17.5pp | 372.94%-352.6pp |
| Employer contribution / active EE | $785 | $3,147-75.1% | $2,535-69.0% | $4,751-83.5% |
| Participant deferral / active EE | $2,805 | $4,624-39.3% | $3,833-26.8% | $6,710-58.2% |
| Admin fee / account holder | $115 | $8,295-98.6% | $5,472-97.9% | $11,403-99.0% |