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 | $9,750 | $105,998-90.8% | $92,233-89.4% | $147,584-93.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 22.87% | 50.05%-27.2pp | 176.28%-153.4pp | 578.55%-555.7pp |
| Employer contribution / active EE | $1,204 | $4,333-72.2% | $3,679-67.3% | $4,876-75.3% |
| Participant deferral / active EE | $2,148 | $4,478-52.0% | $3,897-44.9% | $5,439-60.5% |
| Admin fee / account holder | $79 | $6,332-98.7% | $5,194-98.5% | $10,885-99.3% |