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 | $6,776 | $108,642-93.8% | $74,701-90.9% | $152,861-95.6% |
| Participation rate | 80.0% | 65.3%+14.7pp | 54.5%+25.5pp | 82.4%-2.4pp |
| Annual return | 31.60% | 114.06%-82.5pp | 752.92%-721.3pp | 345.32%-313.7pp |
| Employer contribution / active EE | $1,346 | $1,503-10.5% | $1,084+24.2% | $4,762-71.7% |
| Participant deferral / active EE | $1,600 | $2,712-41.0% | $1,964-18.5% | $5,850-72.7% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |