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 | $10,633 | $65,409-83.7% | $98,442-89.2% | $85,850-87.6% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 69.3%+27.0pp |
| Annual return | 79.68% | 21.76%+57.9pp | 1492.73%-1413.0pp | 318.53%-238.8pp |
| Employer contribution / active EE | $1,747 | $2,168-19.4% | $2,960-41.0% | $2,565-31.9% |
| Participant deferral / active EE | $4,529 | $3,166+43.0% | $4,276+5.9% | $3,952+14.6% |
| Admin fee / account holder | $218 | $4,593-95.2% | $5,949-96.3% | $6,260-96.5% |