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 6-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 | $8,559 | $65,409-86.9% | $98,442-91.3% | $85,850-90.0% |
| Participation rate | 80.6% | 65.0%+15.6pp | 73.3%+7.3pp | 69.3%+11.3pp |
| Annual return | 56.11% | 21.76%+34.3pp | 1492.73%-1436.6pp | 318.53%-262.4pp |
| Employer contribution / active EE | $6,472 | $2,168+198.6% | $2,960+118.7% | $2,565+152.3% |
| Participant deferral / active EE | $3,255 | $3,166+2.8% | $4,276-23.9% | $3,952-17.6% |
| Admin fee / account holder | $128 | $4,593-97.2% | $5,949-97.8% | $6,260-97.9% |