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 10-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 | $9,353 | $99,652-90.6% | $78,778-88.1% | $147,584-93.7% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.2%+15.4pp | 82.8%+1.8pp |
| Annual return | 22.70% | 47.28%-24.6pp | 35.62%-12.9pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,199 | $2,796-57.1% | $1,986-39.6% | $4,876-75.4% |
| Participant deferral / active EE | $2,048 | $3,664-44.1% | $2,958-30.8% | $5,439-62.4% |
| Admin fee / account holder | $35 | $7,155-99.5% | $5,134-99.3% | $10,885-99.7% |