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 | $14,490 | $138,065-89.5% | $123,544-88.3% | $135,375-89.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 1373.48% | 153.68%+1219.8pp | 119.20%+1254.3pp | 519.73%+853.7pp |
| Employer contribution / active EE | $1,034 | $5,151-79.9% | $4,628-77.7% | $4,779-78.4% |
| Participant deferral / active EE | $3,304 | $6,799-51.4% | $6,426-48.6% | $5,609-41.1% |
| Admin fee / account holder | $119 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |