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 | $2,406 | $102,966-97.7% | $90,281-97.3% | $152,861-98.4% |
| Participation rate | 76.5% | 75.9%+0.6pp | 73.3%+3.2pp | 82.4%-6.0pp |
| Annual return | 67.10% | 95.16%-28.1pp | 78.10%-11.0pp | 345.32%-278.2pp |
| Employer contribution / active EE | $827 | $3,139-73.6% | $2,854-71.0% | $4,762-82.6% |
| Participant deferral / active EE | $1,158 | $4,281-73.0% | $3,885-70.2% | $5,850-80.2% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |