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 | $10,252 | $49,173-79.2% | $121,098-91.5% | $75,163-86.4% |
| Participation rate | 93.5% | 55.4%+38.2pp | 69.5%+24.1pp | 67.2%+26.4pp |
| Annual return | 26.98% | 55.99%-29.0pp | 985.75%-958.8pp | 160.62%-133.6pp |
| Employer contribution / active EE | $1,553 | $1,546+0.5% | $4,164-62.7% | $2,670-41.8% |
| Participant deferral / active EE | $2,419 | $2,628-7.9% | $4,080-40.7% | $4,125-41.4% |
| Admin fee / account holder | $5 | $3,942-99.9% | $5,644-99.9% | $5,651-99.9% |