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 | $8,510 | $138,044-93.8% | $125,339-93.2% | $134,475-93.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | 89.62% | 750.33%-660.7pp | 572.05%-482.4pp | 417.96%-328.3pp |
| Employer contribution / active EE | $1,374 | $5,243-73.8% | $4,814-71.5% | $4,740-71.0% |
| Participant deferral / active EE | $4,405 | $7,799-43.5% | $7,446-40.8% | $6,400-31.2% |
| Admin fee / account holder | $94 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |