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 4-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 | $13,365 | $138,044-90.3% | $125,339-89.3% | $134,475-90.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 8633.38% | 750.33%+7883.1pp | 572.05%+8061.3pp | 417.96%+8215.4pp |
| Employer contribution / active EE | $1,854 | $5,243-64.6% | $4,814-61.5% | $4,740-60.9% |
| Participant deferral / active EE | $7,864 | $7,799+0.8% | $7,446+5.6% | $6,400+22.9% |
| Admin fee / account holder | $17 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |