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 5-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 | $8,517 | $84,696-89.9% | $75,696-88.7% | $167,490-94.9% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.8%+18.0pp | 82.1%+10.8pp |
| Annual return | 152.49% | 199.36%-46.9pp | 104.53%+48.0pp | 478.56%-326.1pp |
| Employer contribution / active EE | $1,917 | $3,230-40.6% | $2,743-30.1% | $4,837-60.4% |
| Participant deferral / active EE | $3,583 | $4,580-21.8% | $3,821-6.2% | $6,341-43.5% |
| Admin fee / account holder | $273 | $5,355-94.9% | $3,619-92.4% | $12,309-97.8% |