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 | $5,605 | $106,890-94.8% | $84,015-93.3% | $152,861-96.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 34.29% | 104.99%-70.7pp | 71.31%-37.0pp | 345.32%-311.0pp |
| Employer contribution / active EE | $1,104 | $2,734-59.6% | $1,983-44.4% | $4,762-76.8% |
| Participant deferral / active EE | $1,724 | $4,011-57.0% | $3,239-46.8% | $5,850-70.5% |
| Admin fee / account holder | $34 | $8,285-99.6% | $6,101-99.4% | $11,596-99.7% |