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 | $10,453 | $105,998-90.1% | $92,233-88.7% | $147,584-92.9% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 117.55% | 50.05%+67.5pp | 176.28%-58.7pp | 578.55%-461.0pp |
| Employer contribution / active EE | $7,649 | $4,333+76.5% | $3,679+107.9% | $4,876+56.9% |
| Participant deferral / active EE | $2,434 | $4,478-45.6% | $3,897-37.5% | $5,439-55.2% |
| Admin fee / account holder | $60 | $6,332-99.1% | $5,194-98.8% | $10,885-99.4% |