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 | $11,457 | $121,625-90.6% | $104,607-89.0% | $158,922-92.8% |
| Participation rate | 95.2% | 77.5%+17.7pp | 74.1%+21.2pp | 82.0%+13.3pp |
| Annual return | 20.26% | 465.26%-445.0pp | 340.46%-320.2pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,300 | $3,163-58.9% | $2,681-51.5% | $4,761-72.7% |
| Participant deferral / active EE | $1,624 | $4,177-61.1% | $3,740-56.6% | $5,982-72.9% |
| Admin fee / account holder | $297 | $7,787-96.2% | $6,473-95.4% | $11,246-97.4% |