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 6-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 | $10,180 | $155,788-93.5% | $124,672-91.8% | $167,490-93.9% |
| Participation rate | 95.2% | 81.1%+14.1pp | 74.6%+20.6pp | 82.1%+13.1pp |
| Annual return | 29.59% | 17.97%+11.6pp | 5142.93%-5113.3pp | 478.56%-449.0pp |
| Employer contribution / active EE | $1,132 | $4,163-72.8% | $3,324-65.9% | $4,837-76.6% |
| Participant deferral / active EE | $5,767 | $5,673+1.6% | $4,614+25.0% | $6,341-9.1% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |