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 | $12,628 | $124,281-89.8% | $109,143-88.4% | $167,490-92.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 52.66% | 26.04%+26.6pp | 25.75%+26.9pp | 478.56%-425.9pp |
| Employer contribution / active EE | $1,028 | $4,207-75.6% | $3,722-72.4% | $4,837-78.7% |
| Participant deferral / active EE | $6,604 | $5,255+25.7% | $4,653+41.9% | $6,341+4.1% |
| Admin fee / account holder | $46 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |