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 | $15,007 | $98,750-84.8% | $149,696-90.0% | $79,858-81.2% |
| Participation rate | 93.4% | 75.8%+17.7pp | 82.5%+11.0pp | 69.6%+23.8pp |
| Annual return | 52.98% | 27.43%+25.6pp | 276.60%-223.6pp | 31.71%+21.3pp |
| Employer contribution / active EE | $1,922 | $3,216-40.3% | $4,644-58.6% | $2,471-22.2% |
| Participant deferral / active EE | $3,734 | $5,680-34.3% | $6,842-45.4% | $3,740-0.2% |
| Admin fee / account holder | $57 | $6,053-99.1% | $9,309-99.4% | $5,306-98.9% |