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 | $13,428 | $107,334-87.5% | $92,893-85.5% | $152,861-91.2% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 27.63% | 145.58%-118.0pp | 109.41%-81.8pp | 345.32%-317.7pp |
| Employer contribution / active EE | $2,597 | $4,221-38.5% | $3,653-28.9% | $4,762-45.5% |
| Participant deferral / active EE | $3,213 | $4,845-33.7% | $4,236-24.1% | $5,850-45.1% |
| Admin fee / account holder | $193 | $7,079-97.3% | $5,794-96.7% | $11,596-98.3% |