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 | $9,875 | $135,952-92.7% | $123,892-92.0% | $273,961-96.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 626.42% | 56.63%+569.8pp | 47.52%+578.9pp | 41.45%+585.0pp |
| Employer contribution / active EE | $2,089 | $5,170-59.6% | $4,617-54.7% | $4,869-57.1% |
| Participant deferral / active EE | $3,553 | $6,343-44.0% | $5,984-40.6% | $5,287-32.8% |
| Admin fee / account holder | $24 | $9,817-99.8% | $8,357-99.7% | $10,132-99.8% |