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 9-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 | $11,858 | $150,440-92.1% | $136,294-91.3% | $147,584-92.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 101.17% | 1049.08%-947.9pp | 5155.94%-5054.8pp | 578.55%-477.4pp |
| Employer contribution / active EE | $1,039 | $5,256-80.2% | $4,695-77.9% | $4,876-78.7% |
| Participant deferral / active EE | $8,007 | $6,630+20.8% | $6,247+28.2% | $5,439+47.2% |
| Admin fee / account holder | $28 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |