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 | $8,427 | $99,020-91.5% | $86,590-90.3% | $147,584-94.3% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 22.24% | 1312.34%-1290.1pp | 964.84%-942.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $776 | $3,132-75.2% | $2,839-72.7% | $4,876-84.1% |
| Participant deferral / active EE | $4,060 | $3,972+2.2% | $3,609+12.5% | $5,439-25.4% |
| Admin fee / account holder | $24 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |