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 | $10,074 | $97,757-89.7% | $83,848-88.0% | $135,375-92.6% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | 155.33% | 1287.37%-1132.0pp | 850.88%-695.5pp | 519.73%-364.4pp |
| Employer contribution / active EE | $1,490 | $4,222-64.7% | $3,631-59.0% | $4,779-68.8% |
| Participant deferral / active EE | $1,483 | $4,682-68.3% | $4,082-63.7% | $5,609-73.6% |
| Admin fee / account holder | $273 | $6,674-95.9% | $5,478-95.0% | $10,827-97.5% |