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 | $6,041 | $102,966-94.1% | $90,281-93.3% | $152,861-96.0% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.4%+11.3pp |
| Annual return | 36.74% | 95.16%-58.4pp | 78.10%-41.4pp | 345.32%-308.6pp |
| Employer contribution / active EE | $1,402 | $3,139-55.3% | $2,854-50.9% | $4,762-70.6% |
| Participant deferral / active EE | $1,423 | $4,281-66.8% | $3,885-63.4% | $5,850-75.7% |
| Admin fee / account holder | $132 | $6,171-97.9% | $5,351-97.5% | $11,596-98.9% |