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 | $11,710 | $60,124-80.5% | $90,404-87.0% | $79,858-85.3% |
| Participation rate | 92.6% | 65.0%+27.6pp | 72.7%+19.9pp | 69.6%+23.0pp |
| Annual return | 12.74% | 71.94%-59.2pp | 1293.02%-1280.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $572 | $2,068-72.3% | $3,262-82.5% | $2,471-76.8% |
| Participant deferral / active EE | $1,525 | $2,938-48.1% | $3,963-61.5% | $3,740-59.2% |
| Admin fee / account holder | $234 | $3,976-94.1% | $5,611-95.8% | $5,306-95.6% |