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 | $2,911 | $112,881-97.4% | $90,951-96.8% | $158,922-98.2% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 81.12% | 215.79%-134.7pp | 134.60%-53.5pp | 302.83%-221.7pp |
| Employer contribution / active EE | $1,092 | $2,893-62.3% | $2,122-48.5% | $4,761-77.1% |
| Participant deferral / active EE | $1,997 | $4,128-51.6% | $3,373-40.8% | $5,982-66.6% |
| Admin fee / account holder | $126 | $8,041-98.4% | $5,959-97.9% | $11,246-98.9% |