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 | $9,626 | $56,629-83.0% | $77,999-87.7% | $55,167-82.6% |
| Participation rate | 85.8% | 73.3%+12.5pp | 75.5%+10.3pp | 69.0%+16.9pp |
| Annual return | 50.85% | 2866.98%-2816.1pp | 425.96%-375.1pp | 169.23%-118.4pp |
| Employer contribution / active EE | $1,098 | $1,723-36.3% | $2,470-55.5% | $1,963-44.1% |
| Participant deferral / active EE | $2,594 | $2,777-6.6% | $3,497-25.8% | $3,054-15.1% |
| Admin fee / account holder | $269 | $467-42.3% | $5,480-95.1% | $504-46.6% |