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 | $12,986 | $105,998-87.7% | $92,233-85.9% | $147,584-91.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.99% | 50.05%-35.1pp | 176.28%-161.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,179 | $4,333-26.6% | $3,679-13.6% | $4,876-34.8% |
| Participant deferral / active EE | $8,422 | $4,478+88.1% | $3,897+116.1% | $5,439+54.8% |
| Admin fee / account holder | $50 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |