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 7-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 | $14,002 | $112,096-87.5% | $95,952-85.4% | $158,922-91.2% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 91.95% | 171.09%-79.1pp | 91.61%+0.3pp | 302.83%-210.9pp |
| Employer contribution / active EE | $2,739 | $3,198-14.4% | $2,541+7.8% | $4,761-42.5% |
| Participant deferral / active EE | $6,295 | $4,784+31.6% | $4,167+51.1% | $5,982+5.2% |
| Admin fee / account holder | $10 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |