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 4-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 | $8,782 | $175,202-95.0% | $149,673-94.1% | $139,434-93.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 54.42% | 166.71%-112.3pp | 134.42%-80.0pp | 372.94%-318.5pp |
| Employer contribution / active EE | $1,922 | $5,474-64.9% | $4,818-60.1% | $4,751-59.5% |
| Participant deferral / active EE | $5,537 | $6,519-15.1% | $5,680-2.5% | $6,710-17.5% |
| Admin fee / account holder | $8 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |