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 | $7,846 | $226,064-96.5% | $182,532-95.7% | $152,861-94.9% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.0%+16.1pp | 82.4%+11.7pp |
| Annual return | 236.76% | 192.51%+44.2pp | 148.54%+88.2pp | 345.32%-108.6pp |
| Employer contribution / active EE | $951 | $4,978-80.9% | $4,076-76.7% | $4,762-80.0% |
| Participant deferral / active EE | $1,624 | $6,368-74.5% | $5,524-70.6% | $5,850-72.2% |
| Admin fee / account holder | $67 | $10,703-99.4% | $8,592-99.2% | $11,596-99.4% |