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 3-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 | $8,346 | $126,574-93.4% | $106,213-92.1% | $145,922-94.3% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 19.58% | 224.79%-205.2pp | 116.14%-96.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,751 | $3,730-53.1% | $3,171-44.8% | $4,660-62.4% |
| Participant deferral / active EE | $1,762 | $5,724-69.2% | $5,016-64.9% | $6,688-73.7% |
| Admin fee / account holder | $9 | $17,304-99.9% | $11,033-99.9% | $13,397-99.9% |