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 10-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 | $8,626 | $150,440-94.3% | $136,294-93.7% | $147,584-94.2% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 218.20% | 1049.08%-830.9pp | 5155.94%-4937.7pp | 578.55%-360.3pp |
| Employer contribution / active EE | $1,326 | $5,256-74.8% | $4,695-71.8% | $4,876-72.8% |
| Participant deferral / active EE | $3,540 | $6,630-46.6% | $6,247-43.3% | $5,439-34.9% |
| Admin fee / account holder | $20 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |