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 | $20,493 | $103,376-80.2% | $87,100-76.5% | $152,861-86.6% |
| Participation rate | 82.6% | 79.3%+3.3pp | 76.9%+5.7pp | 82.4%+0.2pp |
| Annual return | 398.54% | 28.10%+370.4pp | 28.19%+370.3pp | 345.32%+53.2pp |
| Employer contribution / active EE | $1,168 | $3,220-63.7% | $2,521-53.7% | $4,762-75.5% |
| Participant deferral / active EE | $2,148 | $4,778-55.0% | $4,049-46.9% | $5,850-63.3% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |