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 | $10,174 | $115,770-91.2% | $101,248-90.0% | $158,922-93.6% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 21.70% | 56.14%-34.4pp | 46.47%-24.8pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,278 | $4,175-69.4% | $3,660-65.1% | $4,761-73.2% |
| Participant deferral / active EE | $2,261 | $4,957-54.4% | $4,370-48.3% | $5,982-62.2% |
| Admin fee / account holder | $105 | $7,245-98.5% | $5,945-98.2% | $11,246-99.1% |