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 | $1,870 | $102,966-98.2% | $90,281-97.9% | $152,861-98.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 37.52% | 95.16%-57.6pp | 78.10%-40.6pp | 345.32%-307.8pp |
| Employer contribution / active EE | $506 | $3,139-83.9% | $2,854-82.3% | $4,762-89.4% |
| Participant deferral / active EE | $859 | $4,281-79.9% | $3,885-77.9% | $5,850-85.3% |
| Admin fee / account holder | $7 | $6,171-99.9% | $5,351-99.9% | $11,596-99.9% |