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 | $11,467 | $99,020-88.4% | $86,590-86.8% | $147,584-92.2% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 87.44% | 1312.34%-1224.9pp | 964.84%-877.4pp | 578.55%-491.1pp |
| Employer contribution / active EE | $540 | $3,132-82.8% | $2,839-81.0% | $4,876-88.9% |
| Participant deferral / active EE | $4,314 | $3,972+8.6% | $3,609+19.5% | $5,439-20.7% |
| Admin fee / account holder | $58 | $5,710-99.0% | $4,906-98.8% | $10,885-99.5% |