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 | $12,391 | $144,119-91.4% | $117,854-89.5% | $147,584-91.6% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 26.14% | 531.15%-505.0pp | 335.08%-308.9pp | 578.55%-552.4pp |
| Employer contribution / active EE | $2,353 | $4,896-51.9% | $3,786-37.9% | $4,876-51.7% |
| Participant deferral / active EE | $2,826 | $5,316-46.8% | $4,482-36.9% | $5,439-48.0% |
| Admin fee / account holder | $36 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |