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 | $5,072 | $150,187-96.6% | $120,354-95.8% | $145,922-96.5% |
| Participation rate | 71.4% | 78.8%-7.3pp | 71.9%-0.5pp | 80.3%-8.8pp |
| Annual return | 1514.53% | 154.07%+1360.5pp | 107.15%+1407.4pp | 561.29%+953.2pp |
| Employer contribution / active EE | $945 | $4,348-78.3% | $3,463-72.7% | $4,660-79.7% |
| Participant deferral / active EE | $1,759 | $6,173-71.5% | $4,991-64.8% | $6,688-73.7% |
| Admin fee / account holder | $266 | $12,207-97.8% | $9,423-97.2% | $13,397-98.0% |