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 | $3,713 | $102,966-96.4% | $90,281-95.9% | $152,861-97.6% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.4%+7.0pp |
| Annual return | 25.41% | 95.16%-69.8pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,626 | $3,139-48.2% | $2,854-43.0% | $4,762-65.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $140 | $6,171-97.7% | $5,351-97.4% | $11,596-98.8% |