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 | $3,530 | $60,124-94.1% | $90,404-96.1% | $79,858-95.6% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 36.19% | 71.94%-35.8pp | 1293.02%-1256.8pp | 31.71%+4.5pp |
| Employer contribution / active EE | $673 | $2,068-67.5% | $3,262-79.4% | $2,471-72.8% |
| Participant deferral / active EE | $1,154 | $2,938-60.7% | $3,963-70.9% | $3,740-69.1% |
| Admin fee / account holder | $1 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |