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 3-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 | $11,751 | $70,669-83.4% | $169,368-93.1% | $75,163-84.4% |
| Participation rate | 74.5% | 64.8%+9.7pp | 77.1%-2.7pp | 67.2%+7.3pp |
| Annual return | 95.10% | 36.36%+58.7pp | 405.60%-310.5pp | 160.62%-65.5pp |
| Employer contribution / active EE | $1,491 | $2,211-32.5% | $4,013-62.8% | $2,670-44.1% |
| Participant deferral / active EE | $2,386 | $4,311-44.6% | $6,221-61.6% | $4,125-42.2% |
| Admin fee / account holder | $279 | $5,402-94.8% | $9,003-96.9% | $5,651-95.1% |