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 6-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 | $13,042 | $77,145-83.1% | $108,410-88.0% | $85,850-84.8% |
| Participation rate | 98.2% | 74.7%+23.6pp | 80.1%+18.1pp | 69.3%+28.9pp |
| Annual return | 31.37% | 44.54%-13.2pp | 905.27%-873.9pp | 318.53%-287.2pp |
| Employer contribution / active EE | $2,353 | $2,379-1.1% | $3,558-33.9% | $2,565-8.3% |
| Participant deferral / active EE | $5,157 | $5,566-7.4% | $6,563-21.4% | $3,952+30.5% |
| Admin fee / account holder | $0 | $5,172-100.0% | $7,295-100.0% | $6,260-100.0% |