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 | $2,011 | $60,124-96.7% | $90,404-97.8% | $79,858-97.5% |
| Participation rate | 86.5% | 65.0%+21.6pp | 72.7%+13.9pp | 69.6%+16.9pp |
| Annual return | 69.36% | 71.94%-2.6pp | 1293.02%-1223.7pp | 31.71%+37.6pp |
| Employer contribution / active EE | $275 | $2,068-86.7% | $3,262-91.6% | $2,471-88.9% |
| Participant deferral / active EE | $1,191 | $2,938-59.5% | $3,963-69.9% | $3,740-68.2% |
| Admin fee / account holder | $35 | $3,976-99.1% | $5,611-99.4% | $5,306-99.3% |