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 8-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 | $11,460 | $107,334-89.3% | $92,893-87.7% | $152,861-92.5% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 47.94% | 145.58%-97.6pp | 109.41%-61.5pp | 345.32%-297.4pp |
| Employer contribution / active EE | $2,355 | $4,221-44.2% | $3,653-35.5% | $4,762-50.6% |
| Participant deferral / active EE | $6,136 | $4,845+26.7% | $4,236+44.8% | $5,850+4.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |