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 6-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 | $2,102 | $108,172-98.1% | $77,482-97.3% | $158,922-98.7% |
| Participation rate | 94.1% | 64.4%+29.7pp | 54.2%+39.9pp | 82.0%+12.2pp |
| Annual return | 57.31% | 31.67%+25.6pp | 54.79%+2.5pp | 302.83%-245.5pp |
| Employer contribution / active EE | $679 | $1,325-48.8% | $986-31.2% | $4,761-85.7% |
| Participant deferral / active EE | $736 | $2,456-70.0% | $1,861-60.4% | $5,982-87.7% |
| Admin fee / account holder | $72 | $3,708-98.1% | $2,858-97.5% | $11,246-99.4% |