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 | $2,491 | $156,846-98.4% | $121,098-97.9% | $139,434-98.2% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 19.46% | 1474.56%-1455.1pp | 985.75%-966.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $592 | $5,536-89.3% | $4,164-85.8% | $4,751-87.5% |
| Participant deferral / active EE | $908 | $4,844-81.3% | $4,080-77.7% | $6,710-86.5% |
| Admin fee / account holder | $105 | $6,946-98.5% | $5,644-98.1% | $11,403-99.1% |