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 | $10,775 | $112,881-90.5% | $90,951-88.2% | $158,922-93.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.31% | 215.79%-196.5pp | 134.60%-115.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,491 | $2,893-48.5% | $2,122-29.7% | $4,761-68.7% |
| Participant deferral / active EE | $1,805 | $4,128-56.3% | $3,373-46.5% | $5,982-69.8% |
| Admin fee / account holder | $39 | $8,041-99.5% | $5,959-99.3% | $11,246-99.7% |