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 5-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 | $2,761 | $77,899-96.5% | $149,673-98.2% | $75,163-96.3% |
| Participation rate | 94.4% | 65.6%+28.9pp | 78.8%+15.7pp | 67.2%+27.3pp |
| Annual return | 46.61% | 31.72%+14.9pp | 134.42%-87.8pp | 160.62%-114.0pp |
| Employer contribution / active EE | $580 | $3,137-81.5% | $4,818-88.0% | $2,670-78.3% |
| Participant deferral / active EE | $1,160 | $3,411-66.0% | $5,680-79.6% | $4,125-71.9% |
| Admin fee / account holder | $25 | $5,956-99.6% | $13,210-99.8% | $5,651-99.5% |