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 | $9,765 | $91,037-89.3% | $71,671-86.4% | $147,584-93.4% |
| Participation rate | 92.3% | 76.1%+16.2pp | 68.7%+23.6pp | 82.8%+9.5pp |
| Annual return | 46.06% | 20.48%+25.6pp | 20.65%+25.4pp | 578.55%-532.5pp |
| Employer contribution / active EE | $5,874 | $3,327+76.5% | $2,460+138.8% | $4,876+20.5% |
| Participant deferral / active EE | $3,183 | $4,498-29.2% | $3,438-7.4% | $5,439-41.5% |
| Admin fee / account holder | $106 | $8,613-98.8% | $5,558-98.1% | $10,885-99.0% |