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 | $10,327 | $100,901-89.8% | $75,670-86.4% | $147,584-93.0% |
| Participation rate | 90.0% | 77.1%+12.9pp | 72.3%+17.7pp | 82.8%+7.2pp |
| Annual return | 22.13% | 35.78%-13.7pp | 27.34%-5.2pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,506 | $3,253-53.7% | $2,352-36.0% | $4,876-69.1% |
| Participant deferral / active EE | $2,772 | $4,027-31.2% | $3,142-11.8% | $5,439-49.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |