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 5-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 | $12,646 | $138,044-90.8% | $125,339-89.9% | $134,475-90.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 61.81% | 750.33%-688.5pp | 572.05%-510.2pp | 417.96%-356.2pp |
| Employer contribution / active EE | $2,279 | $5,243-56.5% | $4,814-52.7% | $4,740-51.9% |
| Participant deferral / active EE | $6,698 | $7,799-14.1% | $7,446-10.1% | $6,400+4.7% |
| Admin fee / account holder | $197 | $11,571-98.3% | $10,010-98.0% | $11,426-98.3% |