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 | $5,021 | $104,907-95.2% | $84,611-94.1% | $152,861-96.7% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 25.54% | 373.79%-348.2pp | 258.74%-233.2pp | 345.32%-319.8pp |
| Employer contribution / active EE | $873 | $3,302-73.6% | $2,652-67.1% | $4,762-81.7% |
| Participant deferral / active EE | $1,623 | $4,688-65.4% | $3,899-58.4% | $5,850-72.3% |
| Admin fee / account holder | $188 | $6,241-97.0% | $4,912-96.2% | $11,596-98.4% |