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 8-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 | $10,798 | $95,416-88.7% | $185,823-94.2% | $85,850-87.4% |
| Participation rate | 89.6% | 68.8%+20.8pp | 81.7%+7.9pp | 69.3%+20.3pp |
| Annual return | 48.26% | 23.59%+24.7pp | 122.05%-73.8pp | 318.53%-270.3pp |
| Employer contribution / active EE | $1,285 | $3,314-61.2% | $5,167-75.1% | $2,565-49.9% |
| Participant deferral / active EE | $2,601 | $3,423-24.0% | $5,568-53.3% | $3,952-34.2% |
| Admin fee / account holder | $188 | $7,213-97.4% | $16,237-98.8% | $6,260-97.0% |