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 | $1,343 | $99,652-98.7% | $78,778-98.3% | $147,584-99.1% |
| Participation rate | 94.7% | 76.2%+18.5pp | 69.2%+25.5pp | 82.8%+11.9pp |
| Annual return | 197.78% | 47.28%+150.5pp | 35.62%+162.2pp | 578.55%-380.8pp |
| Employer contribution / active EE | $645 | $2,796-76.9% | $1,986-67.5% | $4,876-86.8% |
| Participant deferral / active EE | $1,097 | $3,664-70.1% | $2,958-62.9% | $5,439-79.8% |
| Admin fee / account holder | $71 | $7,155-99.0% | $5,134-98.6% | $10,885-99.4% |