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 | $1,835 | $99,652-98.2% | $78,778-97.7% | $147,584-98.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 172.65% | 47.28%+125.4pp | 35.62%+137.0pp | 578.55%-405.9pp |
| Employer contribution / active EE | $793 | $2,796-71.6% | $1,986-60.1% | $4,876-83.7% |
| Participant deferral / active EE | $909 | $3,664-75.2% | $2,958-69.3% | $5,439-83.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |