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 | $10,086 | $138,044-92.7% | $125,339-92.0% | $134,475-92.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 119.20% | 750.33%-631.1pp | 572.05%-452.9pp | 417.96%-298.8pp |
| Employer contribution / active EE | $2,217 | $5,243-57.7% | $4,814-53.9% | $4,740-53.2% |
| Participant deferral / active EE | $2,731 | $7,799-65.0% | $7,446-63.3% | $6,400-57.3% |
| Admin fee / account holder | $2 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |