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 | $6,898 | $176,662-96.1% | $130,648-94.7% | $152,861-95.5% |
| Participation rate | 83.3% | 79.0%+4.4pp | 71.7%+11.6pp | 82.4%+0.9pp |
| Annual return | 23.26% | 2692.24%-2669.0pp | 1708.96%-1685.7pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,535 | $5,742-73.3% | $4,092-62.5% | $4,762-67.8% |
| Participant deferral / active EE | $2,391 | $4,361-45.2% | $3,603-33.6% | $5,850-59.1% |
| Admin fee / account holder | $53 | $7,133-99.3% | $5,464-99.0% | $11,596-99.5% |