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 9-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 | $10,006 | $150,440-93.3% | $136,294-92.7% | $147,584-93.2% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 78.93% | 1049.08%-970.2pp | 5155.94%-5077.0pp | 578.55%-499.6pp |
| Employer contribution / active EE | $3,089 | $5,256-41.2% | $4,695-34.2% | $4,876-36.6% |
| Participant deferral / active EE | $3,648 | $6,630-45.0% | $6,247-41.6% | $5,439-32.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |