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 3-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 | $10,229 | $111,724-90.8% | $93,606-89.1% | $145,922-93.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 33.56% | 202.98%-169.4pp | 133.20%-99.6pp | 561.29%-527.7pp |
| Employer contribution / active EE | $1,240 | $3,090-59.9% | $2,420-48.8% | $4,660-73.4% |
| Participant deferral / active EE | $7,032 | $4,912+43.2% | $4,411+59.4% | $6,688+5.2% |
| Admin fee / account holder | $9 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |