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 | $6,671 | $121,625-94.5% | $104,607-93.6% | $158,922-95.8% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 52.77% | 465.26%-412.5pp | 340.46%-287.7pp | 302.83%-250.1pp |
| Employer contribution / active EE | $903 | $3,163-71.4% | $2,681-66.3% | $4,761-81.0% |
| Participant deferral / active EE | $2,744 | $4,177-34.3% | $3,740-26.6% | $5,982-54.1% |
| Admin fee / account holder | $19 | $7,787-99.8% | $6,473-99.7% | $11,246-99.8% |