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 | $10,998 | $159,901-93.1% | $146,958-92.5% | $145,922-92.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 231.50% | 98.13%+133.4pp | 418.34%-186.8pp | 561.29%-329.8pp |
| Employer contribution / active EE | $9,215 | $5,286+74.3% | $4,933+86.8% | $4,660+97.8% |
| Participant deferral / active EE | $11,518 | $8,428+36.7% | $8,070+42.7% | $6,688+72.2% |
| Admin fee / account holder | $30 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |