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 | $8,078 | $99,341-91.9% | $84,750-90.5% | $273,961-97.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 140.39% | 22.93%+117.5pp | 22.78%+117.6pp | 41.45%+98.9pp |
| Employer contribution / active EE | $1,418 | $4,214-66.4% | $3,574-60.3% | $4,869-70.9% |
| Participant deferral / active EE | $6,399 | $4,269+49.9% | $3,712+72.4% | $5,287+21.0% |
| Admin fee / account holder | $28 | $6,644-99.6% | $5,332-99.5% | $10,132-99.7% |