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 9-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 | $3,187 | $118,919-97.3% | $88,538-96.4% | $152,861-97.9% |
| Participation rate | 91.7% | 73.4%+18.3pp | 68.7%+22.9pp | 82.4%+9.2pp |
| Annual return | 34.75% | 47.92%-13.2pp | 43.64%-8.9pp | 345.32%-310.6pp |
| Employer contribution / active EE | $313 | $2,669-88.3% | $2,098-85.1% | $4,762-93.4% |
| Participant deferral / active EE | $1,718 | $3,549-51.6% | $2,914-41.1% | $5,850-70.6% |
| Admin fee / account holder | $3 | $5,876-99.9% | $4,310-99.9% | $11,596-100.0% |