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 | $8,240 | $99,020-91.7% | $86,590-90.5% | $147,584-94.4% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 64.76% | 1312.34%-1247.6pp | 964.84%-900.1pp | 578.55%-513.8pp |
| Employer contribution / active EE | $306 | $3,132-90.2% | $2,839-89.2% | $4,876-93.7% |
| Participant deferral / active EE | $5,097 | $3,972+28.3% | $3,609+41.3% | $5,439-6.3% |
| Admin fee / account holder | $25 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |