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 | $11,441 | $91,037-87.4% | $71,671-84.0% | $147,584-92.2% |
| Participation rate | 90.9% | 76.1%+14.8pp | 68.7%+22.2pp | 82.8%+8.1pp |
| Annual return | 28.54% | 20.48%+8.1pp | 20.65%+7.9pp | 578.55%-550.0pp |
| Employer contribution / active EE | $1,710 | $3,327-48.6% | $2,460-30.5% | $4,876-64.9% |
| Participant deferral / active EE | $3,833 | $4,498-14.8% | $3,438+11.5% | $5,439-29.5% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |