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 3-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 | $10,879 | $159,901-93.2% | $146,958-92.6% | $145,922-92.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 54.75% | 98.13%-43.4pp | 418.34%-363.6pp | 561.29%-506.5pp |
| Employer contribution / active EE | $2,536 | $5,286-52.0% | $4,933-48.6% | $4,660-45.6% |
| Participant deferral / active EE | $6,078 | $8,428-27.9% | $8,070-24.7% | $6,688-9.1% |
| Admin fee / account holder | $6 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |