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 | $7,441 | $104,907-92.9% | $84,611-91.2% | $152,861-95.1% |
| Participation rate | 92.9% | 74.8%+18.0pp | 68.2%+24.6pp | 82.4%+10.4pp |
| Annual return | 33.28% | 373.79%-340.5pp | 258.74%-225.5pp | 345.32%-312.0pp |
| Employer contribution / active EE | $900 | $3,302-72.7% | $2,652-66.1% | $4,762-81.1% |
| Participant deferral / active EE | $2,659 | $4,688-43.3% | $3,899-31.8% | $5,850-54.5% |
| Admin fee / account holder | $57 | $6,241-99.1% | $4,912-98.8% | $11,596-99.5% |