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 | $9,552 | $101,069-90.5% | $81,478-88.3% | $147,584-93.5% |
| Participation rate | 90.0% | 74.5%+15.5pp | 68.0%+22.0pp | 82.8%+7.2pp |
| Annual return | 37.66% | 32.40%+5.3pp | 38.78%-1.1pp | 578.55%-540.9pp |
| Employer contribution / active EE | $1,175 | $3,205-63.4% | $2,568-54.3% | $4,876-75.9% |
| Participant deferral / active EE | $2,824 | $4,242-33.4% | $3,537-20.2% | $5,439-48.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |