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 | $4,156 | $112,881-96.3% | $90,951-95.4% | $158,922-97.4% |
| Participation rate | 90.5% | 74.7%+15.7pp | 69.0%+21.5pp | 82.0%+8.5pp |
| Annual return | 49.88% | 215.79%-165.9pp | 134.60%-84.7pp | 302.83%-252.9pp |
| Employer contribution / active EE | $709 | $2,893-75.5% | $2,122-66.6% | $4,761-85.1% |
| Participant deferral / active EE | $1,906 | $4,128-53.8% | $3,373-43.5% | $5,982-68.1% |
| Admin fee / account holder | $23 | $8,041-99.7% | $5,959-99.6% | $11,246-99.8% |