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 | $14,893 | $98,240-84.8% | $82,313-81.9% | $147,584-89.9% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 424.50% | 30.85%+393.6pp | 25.88%+398.6pp | 578.55%-154.1pp |
| Employer contribution / active EE | $1,301 | $3,192-59.2% | $2,428-46.4% | $4,876-73.3% |
| Participant deferral / active EE | $2,217 | $4,383-49.4% | $3,706-40.2% | $5,439-59.2% |
| Admin fee / account holder | $134 | $8,563-98.4% | $5,608-97.6% | $10,885-98.8% |