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 | $12,136 | $64,348-81.1% | $90,160-86.5% | $70,131-82.7% |
| Participation rate | 74.3% | 70.4%+3.8pp | 76.9%-2.6pp | 69.5%+4.7pp |
| Annual return | 2535.25% | 28.13%+2507.1pp | 34.88%+2500.4pp | 73.14%+2462.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,198 | $4,389+18.5% | $5,288-1.7% | $3,332+56.0% |
| Admin fee / account holder | $31 | $3,944-99.2% | $5,943-99.5% | $4,645-99.3% |