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 7-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 | $1,820 | $60,124-97.0% | $90,404-98.0% | $79,858-97.7% |
| Participation rate | 89.9% | 65.0%+24.9pp | 72.7%+17.2pp | 69.6%+20.2pp |
| Annual return | 33.96% | 71.94%-38.0pp | 1293.02%-1259.1pp | 31.71%+2.2pp |
| Employer contribution / active EE | $547 | $2,068-73.5% | $3,262-83.2% | $2,471-77.8% |
| Participant deferral / active EE | $1,401 | $2,938-52.3% | $3,963-64.6% | $3,740-62.5% |
| Admin fee / account holder | $170 | $3,976-95.7% | $5,611-97.0% | $5,306-96.8% |