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 | $4,354 | $102,966-95.8% | $90,281-95.2% | $152,861-97.2% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 40.06% | 95.16%-55.1pp | 78.10%-38.0pp | 345.32%-305.3pp |
| Employer contribution / active EE | $1,448 | $3,139-53.9% | $2,854-49.3% | $4,762-69.6% |
| Participant deferral / active EE | $1,941 | $4,281-54.7% | $3,885-50.1% | $5,850-66.8% |
| Admin fee / account holder | $12 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |