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 | $4,695 | $99,020-95.3% | $86,590-94.6% | $147,584-96.8% |
| Participation rate | 95.5% | 76.3%+19.1pp | 73.5%+21.9pp | 82.8%+12.6pp |
| Annual return | 20.06% | 1312.34%-1292.3pp | 964.84%-944.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $740 | $3,132-76.4% | $2,839-74.0% | $4,876-84.8% |
| Participant deferral / active EE | $1,266 | $3,972-68.1% | $3,609-64.9% | $5,439-76.7% |
| Admin fee / account holder | $1 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |