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 | $5,320 | $105,998-95.0% | $92,233-94.2% | $147,584-96.4% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 30.97% | 50.05%-19.1pp | 176.28%-145.3pp | 578.55%-547.6pp |
| Employer contribution / active EE | $1,421 | $4,333-67.2% | $3,679-61.4% | $4,876-70.9% |
| Participant deferral / active EE | $2,062 | $4,478-54.0% | $3,897-47.1% | $5,439-62.1% |
| Admin fee / account holder | $24 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |