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 | $3,755 | $96,635-96.1% | $86,612-95.7% | $139,434-97.3% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 34.73% | 106.41%-71.7pp | 591.07%-556.3pp | 372.94%-338.2pp |
| Employer contribution / active EE | $1,199 | $3,263-63.2% | $3,022-60.3% | $4,751-74.8% |
| Participant deferral / active EE | $1,547 | $4,836-68.0% | $4,438-65.1% | $6,710-76.9% |
| Admin fee / account holder | $12 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |