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 | $11,063 | $105,998-89.6% | $92,233-88.0% | $147,584-92.5% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 19.34% | 50.05%-30.7pp | 176.28%-156.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $748 | $4,333-82.7% | $3,679-79.7% | $4,876-84.7% |
| Participant deferral / active EE | $1,280 | $4,478-71.4% | $3,897-67.2% | $5,439-76.5% |
| Admin fee / account holder | $153 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |