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 | $3,681 | $81,632-95.5% | $70,449-94.8% | $158,922-97.7% |
| Participation rate | 94.7% | 77.7%+17.0pp | 75.1%+19.7pp | 82.0%+12.8pp |
| Annual return | 160.74% | 208.40%-47.7pp | 109.03%+51.7pp | 302.83%-142.1pp |
| Employer contribution / active EE | $503 | $3,217-84.4% | $2,737-81.6% | $4,761-89.4% |
| Participant deferral / active EE | $1,225 | $4,554-73.1% | $3,709-67.0% | $5,982-79.5% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |