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 | $11,623 | $99,985-88.4% | $146,665-92.1% | $85,850-86.5% |
| Participation rate | 80.8% | 73.1%+7.7pp | 80.1%+0.7pp | 69.3%+11.5pp |
| Annual return | 1137.48% | 18.93%+1118.6pp | 22.74%+1114.7pp | 318.53%+819.0pp |
| Employer contribution / active EE | $1,014 | $2,559-60.4% | $4,136-75.5% | $2,565-60.5% |
| Participant deferral / active EE | $2,667 | $4,006-33.4% | $5,506-51.6% | $3,952-32.5% |
| Admin fee / account holder | $138 | $7,702-98.2% | $10,280-98.7% | $6,260-97.8% |