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 | $14,757 | $159,901-90.8% | $146,958-90.0% | $145,922-89.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 161.82% | 98.13%+63.7pp | 418.34%-256.5pp | 561.29%-399.5pp |
| Employer contribution / active EE | $2,899 | $5,286-45.2% | $4,933-41.2% | $4,660-37.8% |
| Participant deferral / active EE | $7,540 | $8,428-10.5% | $8,070-6.6% | $6,688+12.7% |
| Admin fee / account holder | $11 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |