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 | $11,087 | $105,998-89.5% | $92,233-88.0% | $147,584-92.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 26.14% | 50.05%-23.9pp | 176.28%-150.1pp | 578.55%-552.4pp |
| Employer contribution / active EE | $1,534 | $4,333-64.6% | $3,679-58.3% | $4,876-68.5% |
| Participant deferral / active EE | $5,985 | $4,478+33.7% | $3,897+53.6% | $5,439+10.0% |
| Admin fee / account holder | $75 | $6,332-98.8% | $5,194-98.6% | $10,885-99.3% |