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 | $18,239 | $105,181-82.7% | $159,436-88.6% | $85,850-78.8% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.8%+13.7pp | 69.3%+27.2pp |
| Annual return | 434.18% | 45.07%+389.1pp | 263.57%+170.6pp | 318.53%+115.6pp |
| Employer contribution / active EE | $2,814 | $3,318-15.2% | $4,829-41.7% | $2,565+9.7% |
| Participant deferral / active EE | $6,201 | $5,945+4.3% | $7,352-15.7% | $3,952+56.9% |
| Admin fee / account holder | $23 | $6,933-99.7% | $10,799-99.8% | $6,260-99.6% |