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 | $2,630 | $91,037-97.1% | $71,671-96.3% | $147,584-98.2% |
| Participation rate | 91.7% | 76.1%+15.5pp | 68.7%+22.9pp | 82.8%+8.8pp |
| Annual return | 218.82% | 20.48%+198.3pp | 20.65%+198.2pp | 578.55%-359.7pp |
| Employer contribution / active EE | $1,047 | $3,327-68.5% | $2,460-57.4% | $4,876-78.5% |
| Participant deferral / active EE | $1,551 | $4,498-65.5% | $3,438-54.9% | $5,439-71.5% |
| Admin fee / account holder | $198 | $8,613-97.7% | $5,558-96.4% | $10,885-98.2% |