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 | $5,549 | $34,308-83.8% | $74,701-92.6% | $72,985-92.4% |
| Participation rate | 73.0% | 42.4%+30.6pp | 54.5%+18.6pp | 69.5%+3.5pp |
| Annual return | 38.45% | 26.58%+11.9pp | 752.92%-714.5pp | 81.00%-42.6pp |
| Employer contribution / active EE | $917 | $692+32.7% | $1,084-15.3% | $2,440-62.4% |
| Participant deferral / active EE | $1,925 | $1,271+51.4% | $1,964-2.0% | $3,607-46.6% |
| Admin fee / account holder | $152 | $2,124-92.8% | $3,333-95.4% | $5,124-97.0% |