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 | $1,281 | $108,642-98.8% | $74,701-98.3% | $152,861-99.2% |
| Participation rate | 79.2% | 65.3%+13.8pp | 54.5%+24.7pp | 82.4%-3.3pp |
| Annual return | 20.69% | 114.06%-93.4pp | 752.92%-732.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $165 | $1,503-89.0% | $1,084-84.8% | $4,762-96.5% |
| Participant deferral / active EE | $334 | $2,712-87.7% | $1,964-83.0% | $5,850-94.3% |
| Admin fee / account holder | $165 | $4,902-96.6% | $3,333-95.1% | $11,596-98.6% |