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 | $8,191 | $107,334-92.4% | $92,893-91.2% | $152,861-94.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 70.98% | 145.58%-74.6pp | 109.41%-38.4pp | 345.32%-274.3pp |
| Employer contribution / active EE | $2,543 | $4,221-39.8% | $3,653-30.4% | $4,762-46.6% |
| Participant deferral / active EE | $4,099 | $4,845-15.4% | $4,236-3.2% | $5,850-29.9% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |