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 5-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 | $6,479 | $118,849-94.5% | $96,562-93.3% | $167,490-96.1% |
| Participation rate | 92.9% | 75.5%+17.4pp | 69.8%+23.0pp | 82.1%+10.8pp |
| Annual return | 28.51% | 50.49%-22.0pp | 37.78%-9.3pp | 478.56%-450.0pp |
| Employer contribution / active EE | $1,509 | $3,120-51.6% | $2,356-35.9% | $4,837-68.8% |
| Participant deferral / active EE | $2,844 | $4,616-38.4% | $3,849-26.1% | $6,341-55.1% |
| Admin fee / account holder | $61 | $8,065-99.2% | $6,181-99.0% | $12,309-99.5% |