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 8-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 | $9,602 | $89,355-89.3% | $141,162-93.2% | $72,985-86.8% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 715.18% | 111.85%+603.3pp | 71.39%+643.8pp | 81.00%+634.2pp |
| Employer contribution / active EE | $2,234 | $3,114-28.3% | $4,735-52.8% | $2,440-8.4% |
| Participant deferral / active EE | $2,814 | $5,418-48.1% | $6,709-58.1% | $3,607-22.0% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |