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 | $7,756 | $102,966-92.5% | $90,281-91.4% | $152,861-94.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 59.57% | 95.16%-35.6pp | 78.10%-18.5pp | 345.32%-285.8pp |
| Employer contribution / active EE | $293 | $3,139-90.7% | $2,854-89.7% | $4,762-93.8% |
| Participant deferral / active EE | $4,205 | $4,281-1.8% | $3,885+8.2% | $5,850-28.1% |
| Admin fee / account holder | $25 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |