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 | $13,099 | $118,849-89.0% | $96,562-86.4% | $167,490-92.2% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 98.52% | 50.49%+48.0pp | 37.78%+60.7pp | 478.56%-380.0pp |
| Employer contribution / active EE | $3,125 | $3,120+0.2% | $2,356+32.6% | $4,837-35.4% |
| Participant deferral / active EE | $6,362 | $4,616+37.8% | $3,849+65.3% | $6,341+0.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |