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 | $9,693 | $150,440-93.6% | $136,294-92.9% | $147,584-93.4% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 58.69% | 1049.08%-990.4pp | 5155.94%-5097.2pp | 578.55%-519.9pp |
| Employer contribution / active EE | $2,158 | $5,256-58.9% | $4,695-54.0% | $4,876-55.7% |
| Participant deferral / active EE | $2,600 | $6,630-60.8% | $6,247-58.4% | $5,439-52.2% |
| Admin fee / account holder | $62 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |