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 | $4,732 | $121,625-96.1% | $104,607-95.5% | $158,922-97.0% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 26.85% | 465.26%-438.4pp | 340.46%-313.6pp | 302.83%-276.0pp |
| Employer contribution / active EE | $391 | $3,163-87.7% | $2,681-85.4% | $4,761-91.8% |
| Participant deferral / active EE | $1,461 | $4,177-65.0% | $3,740-60.9% | $5,982-75.6% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |