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 | $15,099 | $884,045-98.3% | $453,369-96.7% | $167,490-91.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 107.01% | 29.49%+77.5pp | 64.40%+42.6pp | 478.56%-371.5pp |
| Employer contribution / active EE | $1,990 | $5,538-64.1% | $4,070-51.1% | $4,837-58.9% |
| Participant deferral / active EE | $11,143 | $7,898+41.1% | $6,209+79.5% | $6,341+75.7% |
| Admin fee / account holder | $9 | $22,063-100.0% | $11,209-99.9% | $12,309-99.9% |