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 | $14,818 | $105,998-86.0% | $92,233-83.9% | $147,584-90.0% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 13.37% | 50.05%-36.7pp | 176.28%-162.9pp | 578.55%-565.2pp |
| Employer contribution / active EE | $3,631 | $4,333-16.2% | $3,679-1.3% | $4,876-25.5% |
| Participant deferral / active EE | $1,190 | $4,478-73.4% | $3,897-69.4% | $5,439-78.1% |
| Admin fee / account holder | $204 | $6,332-96.8% | $5,194-96.1% | $10,885-98.1% |