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 | $8,751 | $175,202-95.0% | $149,673-94.2% | $139,434-93.7% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 32.51% | 166.71%-134.2pp | 134.42%-101.9pp | 372.94%-340.4pp |
| Employer contribution / active EE | $1,263 | $5,474-76.9% | $4,818-73.8% | $4,751-73.4% |
| Participant deferral / active EE | $2,866 | $6,519-56.0% | $5,680-49.5% | $6,710-57.3% |
| Admin fee / account holder | $11 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |