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 | $15,586 | $165,335-90.6% | $149,696-89.6% | $158,922-90.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 202.47% | 348.15%-145.7pp | 276.60%-74.1pp | 302.83%-100.4pp |
| Employer contribution / active EE | $2,096 | $5,103-58.9% | $4,644-54.9% | $4,761-56.0% |
| Participant deferral / active EE | $3,929 | $7,181-45.3% | $6,842-42.6% | $5,982-34.3% |
| Admin fee / account holder | $150 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |