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 | $8,539 | $171,865-95.0% | $149,718-94.3% | $147,584-94.2% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 108.85% | 2113.22%-2004.4pp | 1501.63%-1392.8pp | 578.55%-469.7pp |
| Employer contribution / active EE | $2,377 | $6,275-62.1% | $5,445-56.3% | $4,876-51.3% |
| Participant deferral / active EE | $5,086 | $7,271-30.0% | $6,569-22.6% | $5,439-6.5% |
| Admin fee / account holder | $131 | $13,799-99.1% | $11,283-98.8% | $10,885-98.8% |