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 6-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 | $4,057 | $96,635-95.8% | $86,612-95.3% | $139,434-97.1% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 23.79% | 106.41%-82.6pp | 591.07%-567.3pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,235 | $3,263-62.2% | $3,022-59.1% | $4,751-74.0% |
| Participant deferral / active EE | $2,098 | $4,836-56.6% | $4,438-52.7% | $6,710-68.7% |
| Admin fee / account holder | $198 | $6,408-96.9% | $5,614-96.5% | $11,403-98.3% |