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 5-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 | $7,894 | $111,724-92.9% | $93,606-91.6% | $145,922-94.6% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 14.62% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,023 | $3,090-66.9% | $2,420-57.7% | $4,660-78.0% |
| Participant deferral / active EE | $2,742 | $4,912-44.2% | $4,411-37.8% | $6,688-59.0% |
| Admin fee / account holder | $41 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |