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 | $8,804 | $85,202-89.7% | $172,739-94.9% | $72,985-87.9% |
| Participation rate | 85.0% | 70.1%+14.9pp | 82.6%+2.4pp | 69.5%+15.5pp |
| Annual return | 51.19% | 27.32%+23.9pp | 802.84%-751.7pp | 81.00%-29.8pp |
| Employer contribution / active EE | $1,574 | $3,324-52.7% | $5,143-69.4% | $2,440-35.5% |
| Participant deferral / active EE | $2,816 | $3,260-13.6% | $5,198-45.8% | $3,607-21.9% |
| Admin fee / account holder | $193 | $5,884-96.7% | $13,954-98.6% | $5,124-96.2% |