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 | $4,587 | $109,817-95.8% | $98,442-95.3% | $167,490-97.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 17.90% | 1956.69%-1938.8pp | 1492.73%-1474.8pp | 478.56%-460.7pp |
| Employer contribution / active EE | $667 | $3,224-79.3% | $2,960-77.5% | $4,837-86.2% |
| Participant deferral / active EE | $900 | $4,673-80.8% | $4,276-79.0% | $6,341-85.8% |
| Admin fee / account holder | $25 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |