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 | $15,116 | $226,064-93.3% | $182,532-91.7% | $152,861-90.1% |
| Participation rate | 92.3% | 82.5%+9.9pp | 78.0%+14.3pp | 82.4%+9.9pp |
| Annual return | 28.30% | 192.51%-164.2pp | 148.54%-120.2pp | 345.32%-317.0pp |
| Employer contribution / active EE | $611 | $4,978-87.7% | $4,076-85.0% | $4,762-87.2% |
| Participant deferral / active EE | $2,302 | $6,368-63.8% | $5,524-58.3% | $5,850-60.6% |
| Admin fee / account holder | $9 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |