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 | $9,394 | $65,561-85.7% | $86,188-89.1% | $75,163-87.5% |
| Participation rate | 84.6% | 60.5%+24.1pp | 69.0%+15.7pp | 67.2%+17.4pp |
| Annual return | 12.98% | 46.05%-33.1pp | 1168.45%-1155.5pp | 160.62%-147.6pp |
| Employer contribution / active EE | $711 | $1,553-54.2% | $2,380-70.1% | $2,670-73.4% |
| Participant deferral / active EE | $1,672 | $3,024-44.7% | $3,985-58.1% | $4,125-59.5% |
| Admin fee / account holder | $177 | $5,474-96.8% | $6,852-97.4% | $5,651-96.9% |