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 | $11,028 | $104,907-89.5% | $84,611-87.0% | $152,861-92.8% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 26.57% | 373.79%-347.2pp | 258.74%-232.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,130 | $3,302-65.8% | $2,652-57.4% | $4,762-76.3% |
| Participant deferral / active EE | $1,995 | $4,688-57.4% | $3,899-48.8% | $5,850-65.9% |
| Admin fee / account holder | $60 | $6,241-99.0% | $4,912-98.8% | $11,596-99.5% |