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 | $15,417 | $105,998-85.5% | $92,233-83.3% | $147,584-89.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.85% | 50.05%-36.2pp | 176.28%-162.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,125 | $4,333-27.9% | $3,679-15.1% | $4,876-35.9% |
| Participant deferral / active EE | $3,166 | $4,478-29.3% | $3,897-18.7% | $5,439-41.8% |
| Admin fee / account holder | $161 | $6,332-97.5% | $5,194-96.9% | $10,885-98.5% |