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 | $14,110 | $105,998-86.7% | $92,233-84.7% | $147,584-90.4% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 237.04% | 50.05%+187.0pp | 176.28%+60.8pp | 578.55%-341.5pp |
| Employer contribution / active EE | $1,829 | $4,333-57.8% | $3,679-50.3% | $4,876-62.5% |
| Participant deferral / active EE | $9,518 | $4,478+112.6% | $3,897+144.3% | $5,439+75.0% |
| Admin fee / account holder | $31 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |