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 | $4,532 | $107,791-95.8% | $90,645-95.0% | $135,375-96.7% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.0%+11.7pp | 82.6%+3.1pp |
| Annual return | 577.24% | -0.90%+578.1pp | 1.88%+575.4pp | 519.73%+57.5pp |
| Employer contribution / active EE | $557 | $3,018-81.5% | $2,532-78.0% | $4,779-88.3% |
| Participant deferral / active EE | $1,708 | $3,872-55.9% | $3,425-50.1% | $5,609-69.5% |
| Admin fee / account holder | $18 | $5,930-99.7% | $4,994-99.6% | $10,827-99.8% |